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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN2 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $257,493 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $240,736 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FLOOR STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $104,531 |
SILVANT CAPITAL MANAGEMENT2 years Filed as: SILVANT Service code 51 · EIN 58-1604573 50 HURT PLAZA · ATLANTA, GA 30303 | Investment Mgmt Fees | $103,115 |
MD SASS1 year Filed as: MD SASS SECURITIES LLC Service code 51 · EIN 13-2704843 1185 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $101,592 |
VERUS1 year Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $70,005 |
JENNINGS, STROUSS & SALMON, PLC3+ years Service code 29 · EIN 86-0108229 201 EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $63,152 |
Filed as: MUNDER Service code 51 · EIN 38-2809422 480 PIERCE ST · BIRMINHAM, MO 48009 | Investment Mgmt Fees | $62,526 |
CHUBB3+ years Filed as: CHUBB CORPORATION Service code 23 · EIN 13-1963439 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Insurance services | $60,399 |
Service code 51 · EIN 04-0767178 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $50,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,450 | $60,396+3.4% | $83,831-25.5% | $75,289-17.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 5.87% | 3.84%+2.0pp | 850.99%-845.1pp | -0.04%+5.9pp |
| Employer contribution / active EE | $3,488 | $3,343+4.3% | $3,631-3.9% | $2,405+45.0% |
| Participant deferral / active EE | $1,160 | $2,922-60.3% | $4,082-71.6% | $3,739-69.0% |
| Admin fee / account holder | $387 | $141+174.3% | $5,479-92.9% | $102+278.7% |