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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ years Service code 27 411 NW PARK AVENUE · PORTLAND, OR 97209 | Advisory (Plan) | $276,750 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $185,381 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $143,882 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 21 · EIN 51-0099033 | Bank Trustee | $18,597 |
VULCAN VALUE PARTNERS8 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 35223 | Investment Management | $13,618 |
BAKER ELLIS ASSET MANAGEMENT9+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $8,534 |
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 | $410,239 | $95,438+329.8% | $135,998+201.6% | $74,478+450.8% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 12.18% | 32.61%-20.4pp | 68.37%-56.2pp | 34.37%-22.2pp |
| Employer contribution / active EE | $13,793 | $3,878+255.7% | $4,860+183.8% | $2,637+423.1% |
| Participant deferral / active EE | $11,598 | $7,790+48.9% | $7,761+49.4% | $4,530+156.0% |
| Admin fee / account holder | $517 | $259+99.7% | $10,769-95.2% | $347+48.9% |