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| Provider | Service type | Compensation |
|---|---|---|
ST. PAUL ELEC ADMIN SVC CORP3+ years Service code 13 · EIN 41-1505769 | Contract Administrator | $158,382 |
FIDUCIARY MANAGEMENT, INC.3+ years Service code 28 · EIN 39-1346018 | Investment Management | $99,391 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $93,775 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $75,853 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $71,510 |
FARR MILLER & WASHINGTON3+ years Service code 28 · EIN 52-1979573 | Investment Management | $59,729 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $57,090 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $56,405 |
DEARBORN PARTNERS3+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $55,532 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $43,148 |
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 | $64,618 | $82,546-21.7% | $140,019-53.9% | $75,289-14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 8.73% | -0.36%+9.1pp | 651.19%-642.5pp | -0.04%+8.8pp |
| Employer contribution / active EE | $2,970 | $3,856-23.0% | $5,605-47.0% | $2,405+23.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $321 | $86+274.5% | $10,705-97.0% | $102+213.9% |