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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE ADMINISTRATORS4+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $38,064 |
KAUFMANN & GOBLE4+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $33,973 |
WEINBERG, ROGER & ROSENFELD4+ years Service code 29 · EIN 94-2458080 | Legal | $24,448 |
LINDQUIST LLP3 years Service code 10 · EIN 52-2385296 | Accounting | $16,111 |
MATRIX TRUST COMPANY2 years Service code 25 · EIN 75-3182674 | Directed Trustee | $10,378 |
UNION OFFSET, INC.1 year Filed as: UNION OFFSET INC. Service code 36 · EIN 94-2954408 | Copying and duplicating; Direct payme... | $5,753 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,627 | $47,922-61.1% | $75,894-75.5% | $65,185-71.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 3.34% | 24.12%-20.8pp | 30.76%-27.4pp | 29.38%-26.0pp |
| Employer contribution / active EE | $4,001 | $1,557+157.0% | $2,501+60.0% | $2,177+83.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $349 | $532-34.4% | $5,420-93.6% | $847-58.8% |