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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $49,004 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W. MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $36,056 |
RIDGEWORTH6 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $30,187 |
Filed as: 853 WEALTH MANAGEMENT Service code 19 · EIN 23-2384840 | Securities Custodian | $30,000 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $29,658 |
CUMBERLAND ADVISORS7+ years Service code 28 · EIN 22-3564821 | Investment Management | $28,159 |
BRANDES INVESTMENT PARTNERS7+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $25,232 |
DORSEY & WHITNEY LLP4 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $23,444 |
HEALTHSCOPE BENEFITS7+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 | Contract Administrator | $22,081 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP INTERNATIONAL Service code 28 333 S. HOPE ST. 53RD FLOO · LOS ANGELES, CA 90071 | Investment Management | $16,753 |
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 | $80,420 | $86,897-7.5% | $151,639-47.0% | $64,819+24.1% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.5%+12.2pp | 71.5%+28.2pp |
| Annual return | -9.03% | -3.57%-5.5pp | 3.34%-12.4pp | 32.84%-41.9pp |
| Employer contribution / active EE | $3,673 | $4,010-8.4% | $6,165-40.4% | $2,507+46.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $587 | $153+283.9% | $11,613-94.9% | $188+212.7% |