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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $35,989 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $20,359 |
Service code 28 · EIN 13-3089070 | Investment Management | $17,477 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,474 |
CROWLEY FLECK PLLP1 year Service code 29 · EIN 81-0122795 | Legal | $14,158 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $10,190 |
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 | $66,657 | $77,677-14.2% | $109,188-39.0% | $79,389-16.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 11.96% | 23.44%-11.5pp | 25.76%-13.8pp | 116.89%-104.9pp |
| Employer contribution / active EE | $2,871 | $2,798+2.6% | $3,723-22.9% | $2,428+18.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $608 | $732-17.1% | $6,755-91.0% | $626-3.0% |