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| Provider | Service type | Compensation |
|---|---|---|
KRIEG DEVAULT LLP1 year Filed as: KRIEG DEVAULT Service code 29 ONE INDIANA SQUARE · INDIANAPOLIS, IN 46204 | Legal | $29,895 |
ARGENT TRUST COMPANY4 years Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $29,167 |
Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $22,465 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 55402 | Accounting | $12,000 |
WIPFLI LLP4 years Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,136 | $65,437+140.1% | $86,698+81.2% | $66,949+134.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 0.18% | -10.91%+11.1pp | 35.96%-35.8pp | 1.57%-1.4pp |
| Employer contribution / active EE | $917 | $2,154-57.4% | $2,837-67.7% | $2,545-64.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $716 | $642+11.5% | $7,492-90.4% | $594+20.6% |