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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $33,651 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $30,000 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W. MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $20,286 |
CUMBERLAND ADVISORS4+ years Service code 28 · EIN 22-3564821 | Investment Management | $19,977 |
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 | Contract Administrator | $19,747 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $18,424 |
BRANDES INVESTMENT PARTNERS4+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $17,531 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $17,372 |
DORSEY & WHITNEY LLP1 year Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $13,590 |
L.M. HENDERSON & COMPANY, LLP4+ years Service code 10 · EIN 20-5520612 | Accounting | $12,075 |
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 | $57,810 | $88,515-34.7% | $162,177-64.4% | $67,579-14.5% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 2.93% | 27.04%-24.1pp | 115.60%-112.7pp | 378.56%-375.6pp |
| Employer contribution / active EE | $3,109 | $3,563-12.7% | $5,613-44.6% | $2,148+44.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $380 | $124+207.0% | $10,843-96.5% | $142+166.8% |