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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $38,591 |
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 | Contract Administrator | $18,205 |
DELAWARE INVESTMENTS1+ years Service code 26 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Advisory (Participants) | $17,039 |
BRANDES INVESTMENT PARTNERS1+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $16,111 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $16,090 |
KIRR, MARBACH & COMPANY, LLC1+ years Filed as: KIRR MARBACH & CO Service code 28 · EIN 35-1932363 | Investment Management | $15,090 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $13,860 |
CUMBERLAND ADVISORS1+ years Service code 28 · EIN 22-3564821 | Investment Management | $13,646 |
L.M. HENDERSON & COMPANY, LLP1+ years Service code 10 · EIN 20-5520612 | Accounting | $10,250 |
RIDGEWORTH1+ years Filed as: GENEVA ADVISORS Service code 28 181 W MADISON ST · CHICAGO, IL 60602 | Investment Management | $7,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,042 | $71,802-24.7% | $133,975-59.7% | $57,658-6.3% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.1%+12.5pp | 70.2%+29.4pp |
| Annual return | -0.10% | 13.51%-13.6pp | 29.29%-29.4pp | 5.13%-5.2pp |
| Employer contribution / active EE | $3,150 | $3,161-0.4% | $5,211-39.6% | $1,974+59.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $400 | $88+356.6% | $9,324-95.7% | $95+323.5% |