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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 27 · EIN 22-3361201 | Advisory (Plan) | $67,453 |
DANA INVESTMENT ADVISORS1+ years Service code 27 · EIN 39-1512278 | Advisory (Plan) | $46,197 |
ALIX PARTNERS1+ years Service code 34 · EIN 38-3637158 | Direct payment from the plan; Valuati... | $45,847 |
PNC BANK, N.A.1+ years Filed as: PNC CUSTODIAN Service code 19 · EIN 25-1211909 | Securities Custodian | $44,294 |
FMI CORPORATION1+ years Filed as: FMI FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $31,590 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,441 |
CROWE LLP1+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $25,081 |
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $22,993 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,007 | $57,921+564.7% | $84,753+354.3% | $57,661+567.7% |
| Participation rate | 96.0% | 72.9%+23.0pp | 76.6%+19.4pp | 70.2%+25.7pp |
| Annual return | 20.29% | 10.24%+10.0pp | 22.78%-2.5pp | 5.13%+15.2pp |
| Employer contribution / active EE | $5,136 | $2,598+97.7% | $3,574+43.7% | $1,974+160.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $561 | $130+332.4% | $5,333-89.5% | $95+493.1% |