Filed October 1, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $84,913 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $66,392 |
KEYSTONE WEALTH ADVISORS INC3+ years Filed as: KEYSTONE WEALTH ADVISORS, INC. Service code 27 33 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $53,661 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $45,137 |
Service code 13 · EIN 41-1447816 121 S 8TH STREET, SUITE 160 · MINNEAPOLIS, MN 55402 | Contract Administrator | $11,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,607 | $63,314+153.7% | $91,004+76.5% | $62,293+157.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 18.99% | 21.00%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $6,606 | $1,807+265.5% | $2,456+169.0% | $2,042+223.5% |
| Participant deferral / active EE | $6,017 | $2,944+104.4% | $3,548+69.6% | $3,169+89.9% |
| Admin fee / account holder | $945 | $468+102.0% | $5,417-82.6% | $479+97.1% |