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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $66,606 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $26,016 |
Service code 28 · EIN 13-3089070 | Investment Management | $21,208 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,486 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,153 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $10,008 |
Service code 29 · EIN 43-1991556 | Legal | $8,970 |
CROWLEY FLECK PLLP1 year Service code 29 · EIN 81-0122795 | Legal | $6,341 |
CAMBIAR INVESTORS LLC4 years Service code 28 · EIN 84-1596610 | Investment Management | $5,319 |
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 | $60,520 | $69,383-12.8% | $101,275-40.2% | $73,497-17.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.04% | 18.46%-7.4pp | 46.48%-35.4pp | 28.51%-17.5pp |
| Employer contribution / active EE | $8,378 | $2,628+218.8% | $3,660+128.9% | $2,270+269.1% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $608 | $704-13.6% | $5,948-89.8% | $513+18.6% |