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| Provider | Service type | Compensation |
|---|---|---|
NWO ELECTRICAL ADMIN. INC.2+ years Service code 36 · EIN 34-1956758 | Direct payment from the plan; Copying... | $335,874 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $271,725 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $229,306 |
Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $203,281 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $186,118 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $153,447 |
RIVER ROAD ASSET MANAGEMENT2+ years Filed as: RIVER ROAD ASSET MANAGEMENT, LLC Service code 51 · EIN 43-2076925 | Investment Mgmt Fees | $128,048 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 51 · EIN 31-0942504 | Investment Mgmt Fees | $117,654 |
Service code 51 · EIN 95-4597302 | Investment Mgmt Fees | $111,241 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Service code 29 · EIN 34-4439491 | Legal | $37,447 |
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 | $178,132 | $54,392+227.5% | $84,753+110.2% | $63,975+178.4% |
| Participation rate | 91.2% | 76.9%+14.3pp | 76.6%+14.6pp | 71.1%+20.0pp |
| Annual return | 4.58% | 611.38%-606.8pp | 22.78%-18.2pp | 48.65%-44.1pp |
| Employer contribution / active EE | $9,228 | $2,943+213.6% | $3,574+158.2% | $2,182+323.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $894 | $136+558.6% | $5,333-83.2% | $70+1170.1% |