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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Service code 27 411 NW PARK AVENUE, SUITE 401 · PORTLAND, OR 97209 | Advisory (Plan) | $242,464 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $200,545 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $161,068 |
THE VANGUARD GROUP, INC.6+ years Service code 19 · EIN 23-2186884 | Securities Custodian | $81,608 |
BAKER ELLIS ASSET MANAGEMENT6+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $59,624 |
VULCAN VALUE PARTNERS5 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $34,974 |
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 | $440,228 | $100,801+336.7% | $149,751+194.0% | $73,415+499.6% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 15.36% | 265.34%-250.0pp | 276.71%-261.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $14,026 | $3,312+323.5% | $4,646+201.9% | $2,234+527.9% |
| Participant deferral / active EE | $11,405 | $6,404+78.1% | $6,843+66.7% | $3,806+199.7% |
| Admin fee / account holder | $617 | $181+241.3% | $9,312-93.4% | $158+290.8% |