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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $55,903 |
CUMBERLAND ADVISORS10+ years Service code 28 · EIN 22-3564821 | Investment Management | $33,316 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $30,992 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
RIDGEWORTH9 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 96007 | Investment Management | $20,191 |
BRANDES INVESTMENT PARTNERS10+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $20,016 |
HEALTHSCOPE BENEFITS1 year Service code 13 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46268 | Contract Administrator | $16,662 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 5078 WOOSTER RD, STE 400 · CINNCINATI, OH 45226 | Legal | $15,815 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 450 E. 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $13,458 |
DORSEY & WHITNEY LLP7 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $10,061 |
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 | $93,470 | $69,255+35.0% | $256,809-63.6% | $69,255+35.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 9.47% | 26.73%-17.3pp | 32.73%-23.3pp | 26.73%-17.3pp |
| Employer contribution / active EE | $6,269 | $2,645+137.0% | $7,263-13.7% | $2,645+137.0% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $454 | $733-38.0% | $25,146-98.2% | $733-38.0% |