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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $546,816 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $245,550 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $131,900 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $45,312 |
LEONARD CARDER, LLP2+ years Service code 29 · EIN 94-2819269 | Legal | $41,538 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $36,369 |
Service code 15 · EIN 94-6411032 | Recordkeeping | $10,635 |
STEPHEN HORN INSURANCE SERVICES2+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,260 | $54,392+135.8% | $84,753+51.3% | $63,975+100.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 11.08% | 611.38%-600.3pp | 22.78%-11.7pp | 48.65%-37.6pp |
| Employer contribution / active EE | $7,954 | $2,943+170.3% | $3,574+122.5% | $2,182+264.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $394 | $136+190.4% | $5,333-92.6% | $70+459.9% |