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| Provider | Service type | Compensation |
|---|---|---|
ST. PAUL ELEC ADMIN SVC CORP2+ years Service code 13 · EIN 41-1505769 | Contract Administrator | $163,207 |
FIDUCIARY MANAGEMENT, INC.2+ years Service code 28 · EIN 39-1346018 | Investment Management | $91,367 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $84,375 |
DEPRINCE, RACE & ZOLLO2+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $76,157 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $62,337 |
DEARBORN PARTNERS2+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $58,041 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $56,583 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $53,282 |
FARR MILLER & WASHINGTON2+ years Service code 28 · EIN 52-1979573 | Investment Management | $52,633 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $47,412 |
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 | $72,563 | $89,274-18.7% | $149,721-51.5% | $77,958-6.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 3.41% | 20.36%-17.0pp | 1501.67%-1498.3pp | 20.87%-17.5pp |
| Employer contribution / active EE | $3,140 | $3,727-15.7% | $5,444-42.3% | $2,310+35.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $360 | $240+50.0% | $11,282-96.8% | $97+269.4% |