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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 | $55,903 |
CUMBERLAND ADVISORS10+ years Service code 28 · EIN 22-3564821 | Investment Management | $33,316 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $30,992 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
RIDGEWORTH9 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 96007 | Investment Management | $20,191 |
BRANDES INVESTMENT PARTNERS10+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $20,016 |
HEALTHSCOPE BENEFITS1 year Service code 13 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46268 | Contract Administrator | $16,662 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 5078 WOOSTER RD, STE 400 · CINNCINATI, OH 45226 | Legal | $15,815 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 450 E. 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $13,458 |
DORSEY & WHITNEY LLP7 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $10,061 |
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 | $93,470 | $120,072-22.2% | $199,883-53.2% | $71,012+31.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 86.8%+13.2pp | 58.6%+41.4pp |
| Annual return | 9.47% | 28.85%-19.4pp | 43.81%-34.3pp | 37.67%-28.2pp |
| Employer contribution / active EE | $6,269 | $4,435+41.4% | $6,261+0.1% | $2,348+167.0% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $9,138-100.0% | $3,246-100.0% |
| Admin fee / account holder | $454 | $308+47.6% | $17,268-97.4% | $1,167-61.1% |