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| Provider | Service type | Compensation |
|---|---|---|
TUCKMAN CAPITAL MGMT2+ years Service code 27 · EIN 95-2661270 | Advisory (Plan) | $179,161 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $123,842 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $75,872 |
SEGALL BRYANT & HAMILL2+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $56,084 |
NWQ INVESTMENT CO.2+ years Service code 27 · EIN 04-3161887 | Advisory (Plan) | $55,278 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $52,752 |
BRANDES INVESTMENT PARTNERS2+ years Service code 27 · EIN 33-0090873 | Advisory (Plan) | $44,587 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $30,227 |
ABRAMS & ASSOCIATES2+ years Service code 10 · EIN 94-3132243 | Accounting | $15,135 |
COMYNS, SMITH, MCCLEARY & DEAVER2+ years Filed as: COMYNS,SMITH,MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $11,332 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,274 | $53,925+134.2% | $75,501+67.2% | $69,631+81.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 12.61% | 17.84%-5.2pp | 27.35%-14.7pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $5,079 | $1,802+181.8% | $2,352+115.9% | $2,032+149.9% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $686 | $97+606.3% | $5,801-88.2% | $110+521.0% |