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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 10 · EIN 38-2383171 | Accounting | $93,327 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $86,400 |
BERRY & CO., CPA'S LTD5+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $85,613 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $63,838 |
CHRISTENSEN, JAMES & MARTIN4 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD Service code 29 · EIN 88-0330040 | Legal | $49,884 |
Filed as: RIVER ROAD ASSET MANAGEMENT, LLC Service code 28 · EIN 43-2076925 | Investment Management | $45,596 |
Filed as: WASHINGTON CAPITAL MGMT, INC Service code 28 · EIN 91-1042342 | Investment Management | $42,072 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MGMT, INC Service code 28 · EIN 04-3063840 | Investment Management | $37,831 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $34,160 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $25,068 |
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 | $34,882 | $91,517-61.9% | $101,271-65.6% | $73,412-52.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -0.77% | 17.17%-17.9pp | 46.48%-47.3pp | 59.30%-60.1pp |
| Employer contribution / active EE | $9,589 | $2,877+233.3% | $3,660+162.0% | $2,234+329.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $326 | $216+51.0% | $5,948-94.5% | $158+106.4% |