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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $56,488 |
Service code 29 · EIN 92-2729620 | Legal | $22,824 |
Service code 28 · EIN 06-1614949 | Investment Management | $22,421 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $20,866 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,823 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $11,543 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $6,501 |
CROWLEY FLECK PLLP4 years Service code 29 · EIN 81-0122795 | Legal | $5,416 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $5,160 |
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 | $53,996 | $76,696-29.6% | $96,515-44.1% | $71,511-24.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.74% | 48.32%-30.6pp | 35.73%-18.0pp | 28.86%-11.1pp |
| Employer contribution / active EE | $5,536 | $3,032+82.6% | $3,740+48.0% | $2,589+113.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $593 | $2,030-70.8% | $6,735-91.2% | $1,588-62.7% |