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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 26 · EIN 47-0784180 | Advisory (Participants) | $45,168 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,842 |
Filed as: CIRA Service code 27 · EIN 42-1445429 | Advisory (Plan) | $30,000 |
ARBOR POINT ADVISORS LLC4 years Filed as: ARBOR POINT ADVISORS Service code 26 · EIN 46-1050183 | Advisory (Participants) | $16,672 |
DA DAVIDSON & CO3 years Filed as: D.A. DAVIDSON Service code 26 · EIN 81-0139474 | Advisory (Participants) | $11,957 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,444 |
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.
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 | $391,031 | $89,652+336.2% | $141,177+177.0% | $65,185+499.9% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.5%+13.2pp | 70.2%+25.5pp |
| Annual return | 19.76% | 32.79%-13.0pp | 71.40%-51.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $8,735 | $3,065+185.0% | $4,736+84.5% | $2,177+301.3% |
| Participant deferral / active EE | $9,522 | $5,691+67.3% | $6,710+41.9% | $3,514+171.0% |
| Admin fee / account holder | $771 | $569+35.6% | $10,263-92.5% | $847-9.0% |