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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $67,253 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,855 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $6,823 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,691 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $5,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,199 | $52,884-67.5% | $84,753-79.7% | $55,167-68.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.06% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $5,639 | $2,233+152.5% | $3,574+57.8% | $1,963+187.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $339 | $581-41.6% | $5,333-93.6% | $504-32.7% |