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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $122,439 |
BERRY & CO., CPA'S LTD1+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $95,385 |
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $84,358 |
RIVER ROAD ASSET MANAGEMENT1+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $66,061 |
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $63,750 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $39,835 |
Service code 29 · EIN 26-1367865 | Legal | $39,803 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $37,669 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $36,317 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MGMT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $22,842 |
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 | $28,028 | $54,392-48.5% | $84,753-66.9% | $63,975-56.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 0.38% | 611.38%-611.0pp | 22.78%-22.4pp | 48.65%-48.3pp |
| Employer contribution / active EE | $1,304 | $2,943-55.7% | $3,574-63.5% | $2,182-40.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $343 | $136+152.7% | $5,333-93.6% | $70+387.4% |