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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT INC Service code 26 · EIN 47-0784180 | Advisory (Participants) | $88,179 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
DA DAVIDSON & CO4 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $23,070 |
ARBOR POINT ADVISORS LLC9 years Filed as: ARBOR POINT ADVISORS Service code 26 · EIN 46-1050183 | Advisory (Participants) | $19,756 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,662 |
MCFARLIN & BROKKE PC5 years Service code 10 · EIN 47-0543458 | Accounting | $13,100 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,006 | $101,653+444.0% | $147,080+276.0% | $74,459+642.7% |
| Participation rate | 83.9% | 75.6%+8.4pp | 82.2%+1.7pp | 67.2%+16.7pp |
| Annual return | 16.27% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $14,055 | $3,813+268.6% | $4,933+184.9% | $2,626+435.2% |
| Participant deferral / active EE | $12,604 | $7,304+72.6% | $8,066+56.3% | $4,350+189.8% |
| Admin fee / account holder | $1,057 | $1,752-39.7% | $12,989-91.9% | $1,945-45.7% |