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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRANDYWINE GLOBAL INVESTMENT MGMT. Service code 28 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $177,533 |
BAKER ELLIS ASSET MANAGEMENT2+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $132,964 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $123,225 |
VULCAN VALUE PARTNERS1 year Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $110,763 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $96,160 |
PIER CAPITAL, LLC1 year Filed as: PIER CAPITAL LLC Service code 28 · EIN 86-1105603 | Investment Management | $67,024 |
MEKETA INVESTMENT GROUP2+ years Service code 27 205 SE SPOKANE STREET, SUITE 300 · PORTLAND, OR 97202 | Advisory (Plan) | $66,350 |
ITHAKA GROUP, LLC2+ years Filed as: THE ITHAKA GROUP LLC Service code 28 3 BETHESDA METRO CENTER, STE 420 · BETHESDA, MD 20814 | Investment Management | $45,017 |
Filed as: SIGMA INVESTMENT MANAGEMENT Service code 26 · EIN 93-1092508 | Advisory (Participants) | $37,602 |
WYSE INVESTMENT SERVICES CO2+ years Filed as: WYSE REAL ESTATE ADVISORS Service code 27 810 SE BELMONT STREET, SUITE 100 · PORTLAND, OR 97214 | Advisory (Plan) | $14,356 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,076 | $80,177+324.2% | $123,894+174.5% | $57,661+489.8% |
| Participation rate | 94.9% | 74.4%+20.4pp | 81.4%+13.5pp | 70.2%+24.6pp |
| Annual return | 5.70% | 17.90%-12.2pp | 47.52%-41.8pp | 5.13%+0.6pp |
| Employer contribution / active EE | $11,457 | $2,913+293.4% | $4,617+148.2% | $1,974+480.5% |
| Participant deferral / active EE | $8,755 | $5,130+70.6% | $5,984+46.3% | $3,061+186.0% |
| Admin fee / account holder | $615 | $106+478.5% | $8,357-92.6% | $95+550.6% |