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| Provider | Service type | Compensation |
|---|---|---|
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $41,350 |
Service code 28 · EIN 06-1614949 | Investment Management | $21,157 |
Service code 29 · EIN 92-2729620 | Legal | $20,292 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $18,696 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,257 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $10,084 |
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 | $67,045 | $80,781-17.0% | $102,437-34.5% | $74,478-10.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.52% | 27.58%-14.1pp | 24.95%-11.4pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $3,763 | $3,160+19.1% | $3,871-2.8% | $2,626+43.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $650 | $2,372-72.6% | $8,388-92.3% | $1,946-66.6% |