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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX2 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $591,213 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $221,557 |
BENESYS, INC.8+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $218,205 |
Filed as: ELECTRICAL INDUSTRY SERVICE CORP Service code 14 · EIN 94-3053367 | Plan Administrator | $61,144 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $50,000 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $41,765 |
LEONARD CARDER, LLP8+ years Service code 29 · EIN 94-2819269 | Legal | $38,400 |
Service code 49 · EIN 94-6411032 | Other Services | $19,603 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $8,962 |
STEPHEN HORN INSURANCE SERVICES8+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $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 | $144,953 | $76,774+88.8% | $112,270+29.1% | $77,906+86.1% |
| Participation rate | 95.2% | 80.2%+15.0pp | 75.1%+20.1pp | 73.7%+21.5pp |
| Annual return | -10.10% | -10.25%+0.2pp | 27.49%-37.6pp | 12.16%-22.3pp |
| Employer contribution / active EE | $8,730 | $3,977+119.5% | $3,635+140.1% | $2,846+206.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $424 | $239+77.5% | $6,411-93.4% | $133+219.9% |