Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $92,458 |
Service code 28 · EIN 13-3089070 | Investment Management | $26,154 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $23,801 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,089 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $13,641 |
CHRISTENSEN FULTON & FILZ, PLLC4+ years Service code 29 · EIN 43-1991556 | Legal | $12,929 |
CAMBIAR INVESTORS LLC2 years Service code 28 · EIN 84-1596610 | Investment Management | $8,263 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $7,982 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 | Accounting | $7,465 |
DENVER INVESTMENTS4+ years Service code 28 · EIN 84-1284659 | Investment Management | $7,459 |
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 | $36,067 | $145,904-75.3% | $83,831-57.0% | - |
| Participation rate | 100.0% | 64.1%+35.9pp | 76.1%+23.9pp | - |
| Annual return | -5.46% | -3.19%-2.3pp | 850.99%-856.4pp | - |
| Employer contribution / active EE | $4,868 | $1,734+180.7% | $3,631+34.1% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $488 | $8,727-94.4% | $5,479-91.1% | - |