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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $74,376 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $59,271 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $28,113 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $26,148 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216093 | Legal | $16,113 |
MFOW WELFARE FUND1 year Filed as: M.F.O.W. WELFARE FUND Service code 13 · EIN 94-1254186 | Contract Administrator | $9,728 |
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 | $59,401 | $55,402+7.2% | $76,089-21.9% | $77,714-23.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 7.99% | 17.09%-9.1pp | 360.94%-353.0pp | 31.26%-23.3pp |
| Employer contribution / active EE | $5,690 | $1,789+218.0% | $2,690+111.5% | $2,727+108.7% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $358 | $410-12.7% | $6,418-94.4% | $433-17.4% |