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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $77,858 |
Service code 28 · EIN 13-3089070 | Investment Management | $13,535 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $12,317 |
Service code 29 · EIN 43-1991556 | Legal | $10,888 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,396 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $7,059 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $6,286 |
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 | $23,357 | $56,443-58.6% | $83,830-72.1% | $55,725-58.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -6.10% | 393.67%-399.8pp | 850.97%-857.1pp | 244.93%-251.0pp |
| Employer contribution / active EE | $7,911 | $2,682+195.0% | $3,631+117.9% | $2,078+280.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $387 | $156+147.8% | $5,479-92.9% | $115+236.2% |