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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX3 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $552,405 |
BENESYS, INC.9+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $226,576 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $193,340 |
Filed as: ELECTRICAL INDUSTRY SERVICE CORP Service code 14 · EIN 94-3053367 | Plan Administrator | $160,533 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $50,000 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $44,263 |
LEONARD CARDER, LLP9+ years Service code 29 · EIN 94-2819269 | Legal | $40,800 |
Service code 49 · EIN 94-6411032 | Other Services | $13,546 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $7,656 |
STEPHEN HORN INSURANCE SERVICES9+ 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 | $160,407 | $88,479+81.3% | $96,543+66.2% | $80,187+100.0% |
| Participation rate | 98.1% | 79.9%+18.2pp | 74.3%+23.8pp | 72.9%+25.2pp |
| Annual return | 13.23% | 22.53%-9.3pp | 35.75%-22.5pp | 40.40%-27.2pp |
| Employer contribution / active EE | $9,012 | $4,177+115.8% | $3,741+140.9% | $2,980+202.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $435 | $211+105.5% | $6,737-93.5% | $145+199.7% |