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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $46,412 |
Service code 28 · EIN 13-3089070 | Investment Management | $8,925 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $7,415 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,618 |
DENVER INVESTMENTS1+ years Service code 28 · EIN 84-1284659 | Investment Management | $5,066 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,738 | $58,726-52.8% | $92,239-69.9% | $62,293-55.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.82% | 43.62%-30.8pp | 176.29%-163.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $2,516 | $2,392+5.2% | $3,680-31.6% | $2,042+23.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $406 | $556-27.0% | $5,194-92.2% | $479-15.3% |