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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 | $36,572 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $34,726 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $30,000 |
HEALTHSCOPE BENEFITS5+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 | Contract Administrator | $21,440 |
CUMBERLAND ADVISORS5+ years Service code 28 · EIN 22-3564821 | Investment Management | $20,888 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $20,654 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGTH AVENUE · NEW YORK, NY 10018 | Investment Management | $19,074 |
BRANDES INVESTMENT PARTNERS5+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $18,581 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $18,262 |
DORSEY & WHITNEY LLP2 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $13,311 |
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 | $63,248 | $111,608-43.3% | $177,840-64.4% | $73,412-13.8% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 11.05% | 18.23%-7.2pp | 48.32%-37.3pp | 59.30%-48.2pp |
| Employer contribution / active EE | $3,172 | $3,796-16.4% | $5,919-46.4% | $2,234+42.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $444 | $166+168.0% | $12,431-96.4% | $158+181.0% |