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| Provider | Service type | Compensation |
|---|---|---|
TUCKMAN CAPITAL MGMT1+ years Service code 27 · EIN 95-2661270 | Advisory (Plan) | $179,350 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $136,030 |
SEGALL BRYANT & HAMILL1+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $61,116 |
NWQ INVESTMENT CO.1+ years Service code 27 · EIN 04-3161887 | Advisory (Plan) | $50,710 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $41,425 |
BRANDES INVESTMENT PARTNERS1+ years Service code 27 · EIN 33-0090873 | Advisory (Plan) | $39,572 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,844 |
CALLAN ASSOCIATES1+ years Filed as: TRADEWINDS GLOBAL INVESTORS, LLC Service code 27 · EIN 02-0767178 | Advisory (Plan) | $19,549 |
ABRAMS & ASSOCIATES1+ years Service code 10 · EIN 94-3132243 | Accounting | $14,510 |
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH HAUSER AND VIOLICH INC Service code 27 · EIN 91-1631301 | Advisory (Plan) | $11,635 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $113,200 | $50,106+125.9% | $69,779+62.2% | $57,658+96.3% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 3.42% | 14.58%-11.2pp | 12.99%-9.6pp | 5.13%-1.7pp |
| Employer contribution / active EE | $4,652 | $1,739+167.5% | $2,338+98.9% | $1,974+135.7% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $607 | $89+580.0% | $4,381-86.2% | $95+541.6% |