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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.2+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $61,314 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Service code 29 · EIN 34-4439491 | Legal | $23,606 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 34-1542819 | Advisory (Participants) | $22,714 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $22,605 |
PENSION FUND EVALUATIONS, INC.2+ years Service code 27 · EIN 11-2503982 | Advisory (Plan) | $18,375 |
Service code 10 · EIN 06-0931761 | Accounting | $17,817 |
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 | $75,750 | $57,921+30.8% | $84,753-10.6% | $57,658+31.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.57% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,070 | $2,598+56.6% | $3,574+13.9% | $1,974+106.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $505 | $130+289.2% | $5,333-90.5% | $95+433.9% |