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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $108,281 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $20,506 |
Service code 28 · EIN 13-3089070 | Investment Management | $16,715 |
Service code 29 · EIN 43-1991556 | Legal | $14,582 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $10,629 |
CROWLEY FLECK PLLP1 year Service code 29 · EIN 81-0122795 | Legal | $10,309 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,002 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $7,888 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $7,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,906 | $91,517-66.2% | $101,264-69.5% | $73,412-57.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.62% | 17.17%-7.5pp | 46.48%-36.9pp | 59.30%-49.7pp |
| Employer contribution / active EE | $4,265 | $2,877+48.3% | $3,660+16.5% | $2,234+91.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $477 | $216+121.1% | $5,947-92.0% | $158+202.3% |