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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,218 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 26 · EIN 47-0784180 | Advisory (Participants) | $43,947 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,867 |
ARBOR POINT ADVISORS LLC3 years Filed as: ARBOR POINT ADVISORS Service code 26 · EIN 46-1050183 | Advisory (Participants) | $12,168 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON Service code 26 · EIN 81-0139474 | Advisory (Participants) | $11,112 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,134 | $73,102+379.0% | $123,552+183.4% | $56,287+522.1% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | -1.65% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $8,892 | $2,977+198.7% | $4,628+92.1% | $2,111+321.2% |
| Participant deferral / active EE | $9,371 | $5,423+72.8% | $6,426+45.8% | $3,350+179.8% |
| Admin fee / account holder | $870 | $554+57.1% | $9,285-90.6% | $521+67.0% |