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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $1,277,174 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $240,831 |
Filed as: TCW INVESTMENT MGMT CO Service code 28 · EIN 93-0939400 | Investment Management | $209,138 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $183,974 |
SHEEHAN & COMPANY1+ years Filed as: P. SHEEHAN Service code 30 · EIN 13-6817367 | Employee (plan) | $140,749 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $133,746 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $126,477 |
INVESCO1+ years Filed as: INVESCO ADVISERS INC. Service code 28 · EIN 58-1707262 | Investment Management | $112,727 |
MADISON INVESTMENT ADVISORS1+ years Filed as: MADISON INVESTMENT ADVISORS INC. Service code 28 · EIN 54-1815009 | Investment Management | $93,834 |
COLLINS BUILDING SERVICES INC.1+ years Service code 49 · EIN 51-0312606 | Other Services | $90,929 |
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 | $142,221 | $83,458+70.4% | $123,105+15.5% | $67,505+110.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 71.2%+28.8pp |
| Annual return | 0.30% | 1.29%-1.0pp | 13.22%-12.9pp | 6.52%-6.2pp |
| Employer contribution / active EE | $8,253 | $3,087+167.3% | $5,151+60.2% | $2,173+279.8% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $351 | $60+487.6% | $9,014-96.1% | $56+525.2% |