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| Provider | Service type | Compensation |
|---|---|---|
RIVERPOINT CAPITAL MANAGEMENT1+ years Filed as: RIVERPOINT CAPITAL Service code 28 · EIN 80-0861455 | Investment Management | $44,450 |
US BANK1+ years Filed as: US BANK, NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $602 |
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 | $78,978 | $72,177+9.4% | $115,038-31.3% | $59,633+32.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,753 | $2,841+67.3% | $4,608+3.2% | $2,203+115.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $431 | $4,927-91.3% | $8,175-94.7% | $4,297-90.0% |