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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $105,548 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $30,780 |
Service code 28 · EIN 13-3089070 | Investment Management | $25,091 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $15,955 |
CHRISTENSEN FULTON & FILZ, PLLC6+ years Service code 29 · EIN 43-1991556 | Legal | $14,214 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,012 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $11,841 |
CROWLEY FLECK PLLP1 year Service code 29 · EIN 81-0122795 | Legal | $10,049 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 | Accounting | $7,052 |
CAMBIAR INVESTORS LLC4 years Service code 28 · EIN 84-1596610 | Investment Management | $6,293 |
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 | $45,614 | $91,517-50.2% | $101,275-55.0% | $73,412-37.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 10.51% | 17.17%-6.7pp | 46.48%-36.0pp | 59.30%-48.8pp |
| Employer contribution / active EE | $4,380 | $2,877+52.3% | $3,660+19.7% | $2,234+96.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $543 | $216+151.4% | $5,948-90.9% | $158+243.7% |