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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP10+ years Service code 27 411 NW PARK AVENUE · PORTLAND, OR 97209 | Advisory (Plan) | $282,977 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $220,358 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $146,821 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST Service code 21 · EIN 51-0099033 | Bank Trustee | $21,736 |
BAKER ELLIS ASSET MANAGEMENT10+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $9,884 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,047 | $106,264+304.7% | $147,117+192.3% | $77,762+453.0% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+26.0pp |
| Annual return | 11.14% | 56.94%-45.8pp | 420.54%-409.4pp | 31.27%-20.1pp |
| Employer contribution / active EE | $14,595 | $4,074+258.3% | $4,932+195.9% | $2,728+435.0% |
| Participant deferral / active EE | $12,553 | $8,003+56.8% | $8,065+55.7% | $4,651+169.9% |
| Admin fee / account holder | $544 | $334+62.7% | $12,993-95.8% | $433+25.7% |