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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $278,748 |
MEKETA INVESTMENT GROUP7+ years Service code 27 411 NW PARK AVENUE, SUITE 401 · PORTLAND, OR 97209 | Advisory (Plan) | $246,603 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $142,476 |
THE VANGUARD GROUP, INC.7+ years Service code 19 · EIN 23-2186884 | Securities Custodian | $77,622 |
BAKER ELLIS ASSET MANAGEMENT7+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $77,491 |
VULCAN VALUE PARTNERS6 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $70,420 |
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 | $457,008 | $104,336+338.0% | $159,495+186.5% | $86,828+426.3% |
| Participation rate | 92.2% | 77.7%+14.5pp | 82.8%+9.3pp | 72.3%+19.9pp |
| Annual return | 10.54% | 26.32%-15.8pp | 263.72%-253.2pp | 97.95%-87.4pp |
| Employer contribution / active EE | $13,447 | $3,451+289.6% | $4,831+178.3% | $2,406+458.8% |
| Participant deferral / active EE | $10,992 | $6,837+60.8% | $7,354+49.5% | $4,132+166.0% |
| Admin fee / account holder | $695 | $172+303.8% | $10,804-93.6% | $170+310.1% |