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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $22,602 |
MSPC6 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $17,137 |
ERNST & YOUNG LLP2 years Filed as: ERNEST SOEHL Service code 20 · EIN 13-6043977 | Trustee (individual); Direct payment ... | $7,500 |
LAMAR BEINHOWER2 years Service code 20 · EIN 13-6043977 | Trustee (individual); Direct payment ... | $7,500 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $5,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,282 | $54,690-6.2% | $76,030-32.6% | $74,478-31.1% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 13.29% | 31.92%-18.6pp | 361.54%-348.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $5,596 | $1,781+214.2% | $2,688+108.2% | $2,626+113.1% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $530 | $2,240-76.4% | $6,421-91.8% | $1,946-72.8% |