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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 445 EAST LAKE STREET, SUITE 230 · WAYZATA, MN 55391 | Investment Management | $357,860 |
Filed as: MARKS GROUP Service code 27 · EIN 26-3675041 4350 BAKER RD STE 245 · MINNETONKA, MN 55343 | Advisory (Plan) | $50,000 |
NUVEEN3 years Filed as: NUVEEN ASSET MANAGEMENT Service code 26 · EIN 27-4357327 901 S MARQUETTE AVE · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $30,865 |
CINCINNATI ASSET MANAGEMENT3 years Service code 26 · EIN 31-1264576 8845 GOBERNORS HILL DR · CINCINNATI, OH 45249 | Advisory (Participants) | $28,977 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO INVESTMENTS Service code 19 · EIN 41-6370378 600 CALIFORNIA ST · SAN FRANCISCO, CA 94108 | Securities Custodian | $8,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,511 | $79,519+178.6% | $95,956+130.8% | $73,412+201.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.87% | 19.20%-4.3pp | 91.63%-76.8pp | 59.30%-44.4pp |
| Employer contribution / active EE | $9,105 | $2,048+344.7% | $2,541+258.3% | $2,234+307.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $539 | $184+192.6% | $6,797-92.1% | $158+241.5% |