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| Provider | Service type | Compensation |
|---|---|---|
DORSEY & WHITNEY LLP6 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $91,101 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $58,716 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $43,962 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
CUMBERLAND ADVISORS9+ years Service code 28 · EIN 22-3564821 | Investment Management | $29,420 |
RIDGEWORTH8 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $25,622 |
BRANDES INVESTMENT PARTNERS9+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $23,017 |
L.M. HENDERSON & COMPANY, LLP9+ years Service code 10 · EIN 20-5520612 | Accounting | $19,430 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $17,560 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599399 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $17,435 |
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 | $87,666 | $129,095-32.1% | $184,185-52.4% | $77,692+12.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 17.54% | 33.29%-15.7pp | 28.81%-11.3pp | 31.25%-13.7pp |
| Employer contribution / active EE | $4,615 | $4,410+4.7% | $6,426-28.2% | $2,726+69.3% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $442 | $256+72.8% | $13,909-96.8% | $431+2.6% |