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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $52,360 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $30,875 |
Service code 28 · EIN 13-3089070 | Investment Management | $26,504 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,467 |
CROWLEY FLECK PLLP2 years Service code 29 · EIN 81-0122795 | Legal | $20,598 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $15,454 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $6,150 |
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 | $67,481 | $77,677-13.1% | $109,173-38.2% | $79,391-15.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 13.02% | 23.44%-10.4pp | 25.75%-12.7pp | 116.88%-103.9pp |
| Employer contribution / active EE | $6,542 | $2,798+133.8% | $3,723+75.7% | $2,428+169.5% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $601 | $732-17.9% | $6,755-91.1% | $627-4.1% |