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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX4+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $57,732 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $57,033 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $26,616 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $12,873 |
MFOW WELFARE FUND4+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $12,481 |
LEONARD CARDER, LLP4+ years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $10,542 |
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 | $57,861 | $46,423+24.6% | $75,900-23.8% | $67,582-14.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 3.79% | 32.29%-28.5pp | 30.73%-26.9pp | 378.57%-374.8pp |
| Employer contribution / active EE | $5,971 | $1,406+324.6% | $2,501+138.7% | $2,148+178.0% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $307 | $132+133.0% | $5,421-94.3% | $142+115.8% |