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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $26,367 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $22,297 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 28 1 MARKET STREET, STE 2000 · SAN FRANCISCO, CA 94105 | Investment Management | $19,585 |
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 | Contract Administrator | $17,731 |
CUMBERLAND ADVISORS2+ years Service code 28 · EIN 22-3564821 | Investment Management | $17,594 |
BRANDES INVESTMENT PARTNERS2+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $17,428 |
L.M. HENDERSON & COMPANY, LLP2+ years Service code 10 · EIN 20-5520612 | Accounting | $12,000 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER/HOWARD INVESTMENTS Service code 28 · EIN 14-1710657 | Investment Management | $11,440 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $10,861 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW CAPITAL MANAGMENT LP Service code 28 TWO SEAPORT LANE · BOSTON, MA 022102021 | Investment Management | $5,651 |
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 | $57,796 | $81,537-29.1% | $149,721-61.4% | $69,631-17.0% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | 9.10% | 22.79%-13.7pp | 1501.67%-1492.6pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $3,101 | $3,239-4.3% | $5,444-43.0% | $2,032+52.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $375 | $107+250.9% | $11,282-96.7% | $110+239.6% |