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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $75,378 |
Service code 28 · EIN 13-3089070 | Investment Management | $10,927 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,078 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,102 |
DENVER INVESTMENTS1 year Service code 28 · EIN 84-1284659 | Investment Management | $6,202 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $5,658 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $5,611 |
Service code 29 · EIN 43-1991556 | Legal | $5,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,964 | $60,545-63.7% | $92,240-76.2% | $69,631-68.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 17.88% | 19.71%-1.8pp | 176.29%-158.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $6,001 | $2,633+127.9% | $3,680+63.1% | $2,032+195.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $360 | $145+148.6% | $5,194-93.1% | $110+225.9% |