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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISOR Service code 28 · EIN 34-1542819 | Investment Management | $168,261 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $14,100 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $13,785 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON COLE Service code 29 · EIN 06-0512640 | Legal | $1,615 |
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 | $88,288 | $58,726+50.3% | $92,240-4.3% | $62,293+41.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.24% | 43.62%-27.4pp | 176.29%-160.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $11,460 | $2,392+379.1% | $3,680+211.4% | $2,042+461.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $903 | $556+62.3% | $5,194-82.6% | $479+88.4% |