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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $74,533 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $53,078 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $25,981 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $12,618 |
MFOW WELFARE FUND2+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $10,591 |
TRUCKER HUSS2+ years Service code 29 · EIN 94-3216063 | Legal | $5,935 |
LEONARD CARDER, LLP2+ years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $5,078 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,152 | $44,059+27.4% | $71,671-21.7% | $69,631-19.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 4.76% | 21.97%-17.2pp | 20.65%-15.9pp | 27571.02%-27566.3pp |
| Employer contribution / active EE | $5,346 | $1,305+309.8% | $2,460+117.3% | $2,032+163.1% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $311 | $108+189.1% | $5,558-94.4% | $110+181.8% |