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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $100,877 |
Service code 28 · EIN 13-3089070 | Investment Management | $22,360 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $21,416 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,590 |
DENVER INVESTMENTS1+ years Service code 28 · EIN 84-1284659 | Investment Management | $12,040 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $12,014 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $8,833 |
CHRISTENSEN FULTON & FILZ, PLLC1+ years Service code 29 · EIN 43-1991556 | Legal | $7,992 |
Filed as: WHV INVESTMENTS INC. Service code 28 · EIN 91-1631301 | Investment Management | $7,747 |
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 | $26,999 | $50,498-46.5% | $75,784-64.4% | $55,191-51.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.46% | 1.80%-2.3pp | 9.68%-10.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,574 | $2,291+99.7% | $3,323+37.6% | $1,899+140.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $406 | $123+229.8% | $5,300-92.3% | $91+347.0% |