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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP8+ years Service code 27 411 NW PARK AVENUE · PORTLAND, OR 97209 | Advisory (Plan) | $285,236 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $207,928 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $149,807 |
VULCAN VALUE PARTNERS7 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 35223 | Investment Management | $45,411 |
BAKER ELLIS ASSET MANAGEMENT8+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $28,366 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 21 · EIN 51-0099033 | Bank Trustee | $13,483 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,283 | $82,188+356.6% | $125,401+199.3% | $64,829+478.9% |
| Participation rate | 93.1% | 77.9%+15.2pp | 82.4%+10.7pp | 71.5%+21.6pp |
| Annual return | -10.74% | 3.50%-14.2pp | 572.53%-583.3pp | 32.85%-43.6pp |
| Employer contribution / active EE | $12,582 | $3,617+247.8% | $4,816+161.3% | $2,507+401.9% |
| Participant deferral / active EE | $11,003 | $7,177+53.3% | $7,448+47.7% | $4,312+155.2% |
| Admin fee / account holder | $556 | $163+240.8% | $10,008-94.4% | $188+196.2% |