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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT INC Service code 26 · EIN 47-0784180 | Advisory (Participants) | $75,162 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,831 |
ARBOR POINT ADVISORS LLC8 years Filed as: ARBOR POINT ADVISORS Service code 26 · EIN 46-1050183 | Advisory (Participants) | $19,638 |
DA DAVIDSON & CO3 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $18,303 |
MCFARLIN & BROKKE PC4 years Service code 10 · EIN 47-0543458 | Accounting | $13,200 |
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 | $446,372 | $91,424+388.2% | $135,942+228.4% | $71,495+524.3% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.1pp | 67.9%+26.0pp |
| Annual return | 17.45% | 29.90%-12.4pp | 68.28%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $11,801 | $3,704+218.6% | $4,858+142.9% | $2,589+355.7% |
| Participant deferral / active EE | $13,146 | $7,092+85.4% | $7,759+69.4% | $4,291+206.4% |
| Admin fee / account holder | $1,004 | $1,266-20.7% | $10,764-90.7% | $1,588-36.8% |