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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $243,395 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $221,152 |
Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $201,393 |
NWO ELECTRICAL ADMIN. INC.1+ years Service code 36 · EIN 34-1956758 | Direct payment from the plan; Copying... | $198,944 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $189,696 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $167,372 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 51 · EIN 31-0942504 | Investment Mgmt Fees | $129,313 |
RIVER ROAD ASSET MANAGEMENT1+ years Filed as: RIVER ROAD ASSET MANAGEMENT, LLC Service code 51 · EIN 43-2076925 | Investment Mgmt Fees | $119,604 |
Service code 51 · EIN 95-4597302 | Investment Mgmt Fees | $108,223 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Service code 29 · EIN 34-4439491 | Legal | $19,911 |
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 | $173,530 | $55,516+212.6% | $75,784+129.0% | $59,188+193.2% |
| Participation rate | 91.4% | 73.6%+17.8pp | 75.8%+15.6pp | 69.4%+22.0pp |
| Annual return | 2.53% | -1.89%+4.4pp | 9.68%-7.1pp | 5.51%-3.0pp |
| Employer contribution / active EE | $8,066 | $2,604+209.8% | $3,323+142.7% | $2,098+284.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $831 | $110+655.2% | $5,300-84.3% | $92+800.9% |