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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $92,945 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 51 · EIN 23-2384840 | Investment Mgmt Fees | $30,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,835 | $79,223-20.7% | $102,460-38.7% | $74,478-15.6% |
| Participation rate | 99.4% | 74.8%+24.7pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 14.08% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,151 | $2,363-9.0% | $3,025-28.9% | $2,626-18.1% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $580 | $2,003-71.0% | $9,460-93.9% | $1,946-70.2% |