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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $111,940 |
Filed as: DRINKER, BIDDLE & REATH Service code 29 · EIN 23-1423090 | Legal | $39,663 |
FIA1 year Service code 27 · EIN 20-4751585 | Advisory (Plan) | $26,693 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $18,935 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,727 |
UHY LLP4+ years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $7,790 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,556 | $60,396+136.0% | $111,392+28.0% | $56,289+153.3% |
| Participation rate | 98.3% | 72.4%+25.9pp | 78.9%+19.5pp | 69.9%+28.5pp |
| Annual return | -2.96% | 20.26%-23.2pp | -2.06%-0.9pp | -9.96%+7.0pp |
| Employer contribution / active EE | $4,265 | $3,459+23.3% | $4,328-1.5% | $2,111+102.0% |
| Participant deferral / active EE | $5,614 | $4,421+27.0% | $5,567+0.8% | $3,350+67.6% |
| Admin fee / account holder | $606 | $610-0.7% | $12,266-95.1% | $521+16.3% |