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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLAMETTE MANAGEMENT Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.) | $21,498 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $18,550 |
JAMISON MONEY FARMER PC8+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $18,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,993 | $73,988+216.3% | $96,538+142.4% | $75,177+211.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.66% | 26.73%-25.1pp | 35.74%-34.1pp | 160.75%-159.1pp |
| Employer contribution / active EE | $10,811 | $2,930+268.9% | $3,740+189.0% | $2,671+304.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $565 | $5,220-89.2% | $6,737-91.6% | $5,651-90.0% |