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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $140,513 |
BAKER ELLIS ASSET MANAGEMENT1+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $129,216 |
ARNERICH MASSENA1+ years Filed as: ARNERICH MASSENA & ASSOCIATES Service code 27 · EIN 93-1119724 | Advisory (Plan) | $102,737 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGMT. Service code 28 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $80,081 |
VULCAN VALUE PARTNERS1+ years Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $65,678 |
ITHAKA GROUP, LLC1+ years Filed as: THE ITHAKA GROUP LLC Service code 28 3 BETHESDA METRO CENTER, STE 420 · BETHESDA, MD 20814 | Investment Management | $52,095 |
Filed as: WCM INVESTMNET MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $48,761 |
Filed as: SIGMA INVESTMENT MANAGEMENT Service code 26 · EIN 93-1092508 | Advisory (Participants) | $45,807 |
PIER CAPITAL, LLC1+ years Filed as: PIER CAPITAL Service code 28 · EIN 86-1105603 | Investment Management | $45,078 |
RVK, INC.1+ years Service code 27 1211 SW 5TH AVENUE, SUITE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $20,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,108 | $88,324+268.1% | $115,038+182.6% | $55,191+489.1% |
| Participation rate | 93.6% | 72.5%+21.0pp | 81.4%+12.2pp | 69.2%+24.4pp |
| Annual return | 1.68% | 6.30%-4.6pp | 26.14%-24.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $10,937 | $2,805+289.9% | $4,608+137.4% | $1,899+476.0% |
| Participant deferral / active EE | $8,112 | $5,042+60.9% | $6,026+34.6% | $3,046+166.3% |
| Admin fee / account holder | $568 | $105+439.2% | $8,175-93.0% | $91+526.0% |