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| Provider | Service type | Compensation |
|---|---|---|
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $60,246 |
Service code 29 · EIN 92-2729620 | Legal | $29,566 |
Service code 28 · EIN 06-1614949 | Investment Management | $27,861 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $24,621 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,408 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,280 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $6,101 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $5,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,370 | $80,781-25.3% | $102,437-41.1% | $74,478-18.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.32% | 27.58%-14.3pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $6,406 | $3,160+102.7% | $3,871+65.5% | $2,626+143.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $614 | $2,372-74.1% | $8,388-92.7% | $1,946-68.5% |