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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $92,763 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $26,912 |
Service code 28 · EIN 13-3089070 | Investment Management | $26,684 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,963 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $16,214 |
CHRISTENSEN FULTON & FILZ, PLLC5+ years Service code 29 · EIN 43-1991556 | Legal | $14,243 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $13,842 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 | Accounting | $8,159 |
CAMBIAR INVESTORS LLC3 years Service code 28 · EIN 84-1596610 | Investment Management | $7,319 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,922 | $66,601-37.1% | $92,893-54.9% | $67,579-38.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.09% | 92.58%-73.5pp | 109.41%-90.3pp | 378.56%-359.5pp |
| Employer contribution / active EE | $3,942 | $2,775+42.0% | $3,653+7.9% | $2,148+83.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $522 | $199+162.4% | $5,794-91.0% | $142+266.8% |