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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $32,942 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
CUMBERLAND ADVISORS8+ years Service code 28 · EIN 22-3564821 | Investment Management | $25,991 |
FRANKLIN TEMPLETON7 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $23,328 |
RIDGEWORTH7 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $22,677 |
DORSEY & WHITNEY LLP5 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $21,237 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $19,224 |
HEALTHSCOPE BENEFITS8+ years Filed as: HEALTHSCOPE Service code 13 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46268 | Contract Administrator | $17,203 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599399 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $15,557 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP INTERNATIONAL Service code 28 333 S HOPE ST 53RD FLOOR · LOS ANGELES, CA 90071 | Investment Management | $14,206 |
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 | $78,421 | $100,272-21.8% | $170,043-53.9% | $74,460+5.3% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 70.7%+28.9pp |
| Annual return | -1.03% | 66.12%-67.1pp | 53.40%-54.4pp | 34.38%-35.4pp |
| Employer contribution / active EE | $3,480 | $4,266-18.4% | $6,790-48.8% | $2,638+31.9% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $486 | $235+107.2% | $12,824-96.2% | $348+39.8% |