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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP3+ years Filed as: FORVIS PRIVATE CLIENT Service code 26 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65806 | Advisory (Participants) | $69,132 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 26 ADVISORS · BOSTON, MA 021100506 | Advisory (Participants) | $30,274 |
CHANDLER ASSET MANAGEMENT3+ years Service code 26 6225 LUSK BLVD. · SAN DIEGO, CA 921212796 | Advisory (Participants) | $23,700 |
Filed as: CIBC Service code 26 181 WEST MADISON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $17,353 |
ADELANTE CAPITAL MGMT LLC2 years Filed as: ADELANTE CAPITAL MANAGEMENT Service code 26 1101 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Participants) | $7,940 |
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 | $198,094 | $80,781+145.2% | $102,437+93.4% | $74,478+166.0% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.7pp |
| Annual return | 10.43% | 27.58%-17.1pp | 24.95%-14.5pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $14,654 | $3,160+363.7% | $3,871+278.6% | $2,626+458.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $745 | $2,372-68.6% | $8,388-91.1% | $1,946-61.7% |