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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $101,035 |
Service code 28 · EIN 13-3089070 | Investment Management | $25,541 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $21,220 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,939 |
DENVER INVESTMENTS3+ years Service code 28 · EIN 84-1284659 | Investment Management | $14,498 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $13,115 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $7,583 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $7,375 |
CHRISTENSEN FULTON & FILZ, PLLC3+ years Service code 29 · EIN 43-1991556 | Legal | $7,294 |
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 | $37,046 | $58,726-36.9% | $92,240-59.8% | $62,293-40.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.49% | 43.62%-28.1pp | 176.29%-160.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $4,789 | $2,392+100.2% | $3,680+30.1% | $2,042+134.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $464 | $556-16.5% | $5,194-91.1% | $479-3.1% |