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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Service code 27 411 NW PARK AVENUE, SUITE 401 · PORTLAND, OR 97209 | Advisory (Plan) | $246,733 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $192,350 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $159,722 |
THE VANGUARD GROUP, INC.5+ years Service code 19 · EIN 23-2186884 | Securities Custodian | $74,004 |
BAKER ELLIS ASSET MANAGEMENT5+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $57,377 |
VULCAN VALUE PARTNERS4 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $44,259 |
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 | $384,389 | $88,122+336.2% | $141,200+172.2% | $67,584+468.8% |
| Participation rate | 97.8% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 17.75% | 75.40%-57.6pp | 71.41%-53.7pp | 378.59%-360.8pp |
| Employer contribution / active EE | $13,478 | $3,224+318.0% | $4,736+184.6% | $2,148+527.5% |
| Participant deferral / active EE | $10,463 | $5,958+75.6% | $6,710+55.9% | $3,540+195.6% |
| Admin fee / account holder | $601 | $131+359.1% | $10,265-94.1% | $142+322.3% |