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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 12 500 EAST EISENHOWER PARKWAY · ANN ARBOR, MI 48108 | Direct payment from the plan; Claims ... | $26,183 |
Filed as: CHARLES SCHWAB Service code 12 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Claims ... | $14,189 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct payment from the plan; Claims ... | $8,876 |
THURSTON SPRINGER MILLER2 years Filed as: THURSTON SPRINGER FINANCIAL Service code 12 9000 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Claims processing; Direct payment fro... | $6,626 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 12 800 LASALLE AVENUE · MINNEAPOLIS, MN 55402 | Claims processing; Direct payment fro... | $6,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,419 | $58,895+315.0% | $178,503+36.9% | $73,497+232.6% |
| Participation rate | 89.6% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 11.04% | 24.86%-13.8pp | 151.12%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $7,168 | $2,236+220.6% | $5,011+43.0% | $2,270+215.8% |
| Participant deferral / active EE | $5,614 | $2,567+118.7% | $5,202+7.9% | $3,740+50.1% |
| Admin fee / account holder | $593 | $400+48.2% | $13,987-95.8% | $513+15.6% |