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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT INC Service code 26 · EIN 47-0784180 | Advisory (Participants) | $72,694 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,907 |
ARBOR POINT ADVISORS LLC7 years Filed as: ARBOR POINT ADVISORS Service code 27 · EIN 46-1050183 | Advisory (Plan) | $23,580 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $17,009 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $422,219 | $84,482+399.8% | $125,363+236.8% | $66,930+530.8% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.2pp | 69.8%+23.8pp |
| Annual return | -14.90% | -8.49%-6.4pp | 572.15%-587.0pp | 1.57%-16.5pp |
| Employer contribution / active EE | $12,995 | $3,553+265.8% | $4,815+169.9% | $2,545+410.6% |
| Participant deferral / active EE | $11,655 | $6,782+71.9% | $7,447+56.5% | $4,238+175.0% |
| Admin fee / account holder | $1,002 | $685+46.2% | $10,005-90.0% | $593+68.8% |