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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD4+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $129,281 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $95,472 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 10 · EIN 38-2383171 | Accounting | $90,614 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $63,750 |
RIVER ROAD ASSET MANAGEMENT4+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $57,097 |
CHRISTENSEN, JAMES & MARTIN3 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD Service code 29 · EIN 88-0330040 | Legal | $46,226 |
PANAGORA ASSET MANAGEMENT4+ years Filed as: PANAGORA ASSET MGMT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $40,705 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $38,198 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $34,287 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $24,702 |
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 | $34,516 | $66,601-48.2% | $92,903-62.8% | $67,579-48.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.56% | 92.58%-88.0pp | 109.43%-104.9pp | 378.56%-374.0pp |
| Employer contribution / active EE | $9,578 | $2,775+245.1% | $3,653+162.2% | $2,148+346.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $356 | $199+79.0% | $5,795-93.9% | $142+150.2% |