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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $73,699 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $55,147 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $26,544 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $15,055 |
MFOW WELFARE FUND3+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $10,919 |
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 | $54,970 | $41,467+32.6% | $67,313-18.3% | $55,725-1.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 1.01% | 0.82%+0.2pp | -4.08%+5.1pp | 244.93%-243.9pp |
| Employer contribution / active EE | $4,952 | $1,316+276.1% | $2,566+93.0% | $2,078+138.3% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $307 | $102+201.0% | $4,507-93.2% | $115+166.7% |