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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $50,566 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $19,223 |
Service code 28 · EIN 13-3089070 | Investment Management | $15,670 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $9,964 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,502 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $7,395 |
Service code 29 · EIN 43-1991556 | Legal | $6,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,518 | $69,383-15.7% | $101,275-42.2% | $73,497-20.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.03% | 18.46%-8.4pp | 46.48%-36.5pp | 28.51%-18.5pp |
| Employer contribution / active EE | $2,933 | $2,628+11.6% | $3,660-19.9% | $2,270+29.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $605 | $704-14.0% | $5,948-89.8% | $513+17.9% |