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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $52,915 |
Service code 28 · EIN 13-3089070 | Investment Management | $16,303 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $15,615 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,096 |
DENVER INVESTMENTS1+ years Service code 28 · EIN 84-1284659 | Investment Management | $8,779 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $8,759 |
Filed as: WHV INVESTMENTS INC. Service code 28 · EIN 91-1631301 | Investment Management | $5,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,148 | $50,464-26.4% | $75,784-51.0% | $52,331-29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 3.91% | 1.03%+2.9pp | 9.68%-5.8pp | 4.54%-0.6pp |
| Employer contribution / active EE | $5,521 | $1,988+177.6% | $3,323+66.1% | $1,882+193.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $458 | $1,103-58.5% | $5,300-91.4% | $592-22.6% |