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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE ADMINISTRATORS5+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $37,582 |
KAUFMANN & GOBLE5+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $34,683 |
WEINBERG, ROGER & ROSENFELD5+ years Service code 29 · EIN 94-2458080 | Legal | $24,955 |
LINDQUIST LLP4 years Service code 10 · EIN 52-2385296 | Accounting | $16,893 |
MATRIX TRUST COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $8,667 |
PRESTIGE PRINTING1 year Service code 36 · EIN 83-2018068 | Copying and duplicating; Direct payme... | $6,101 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,326 | $55,636-68.9% | $81,991-78.9% | $73,493-76.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | -6.39% | 19.07%-25.5pp | 41.31%-47.7pp | 28.51%-34.9pp |
| Employer contribution / active EE | $4,778 | $1,625+194.1% | $2,498+91.2% | $2,270+110.5% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $331 | $493-32.9% | $5,665-94.2% | $513-35.6% |