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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $35,660 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $26,961 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $23,136 |
S.C. PIPE TRADES ADMIN. CORP.1+ years Service code 13 · EIN 95-4557526 | Contract Administrator | $21,908 |
GILBERT & SACKMAN1+ years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $19,319 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 52 · EIN 84-0591534 | Indirect Investment Fees | $9,056 |
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 | $57,314 | $52,884+8.4% | $84,753-32.4% | $55,167+3.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -3.63% | 18.03%-21.7pp | 22.78%-26.4pp | 169.23%-172.9pp |
| Employer contribution / active EE | $6,773 | $2,233+203.3% | $3,574+89.5% | $1,963+245.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $487 | $581-16.1% | $5,333-90.9% | $504-3.3% |