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| Provider | Service type | Compensation |
|---|---|---|
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $99,104 |
Service code 29 · EIN 92-2729620 | Legal | $48,635 |
Service code 28 · EIN 06-1614949 | Investment Management | $31,129 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $27,509 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,919 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $14,838 |
EIDE BAILLY LLP9 years Service code 10 · EIN 45-0250958 | Accounting | $10,036 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $5,722 |
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 | $42,213 | $198,836-78.8% | $102,412-58.8% | - |
| Participation rate | 100.0% | 60.8%+39.2pp | 74.5%+25.5pp | - |
| Annual return | 13.49% | 12.43%+1.1pp | 24.94%-11.5pp | - |
| Employer contribution / active EE | $7,787 | $2,607+198.7% | $3,870+101.2% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,060-100.0% | - |
| Admin fee / account holder | $528 | $10,004-94.7% | $8,388-93.7% | - |