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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 | $79,181-20.6% | $102,423-38.7% | $74,429-15.6% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 14.08% | 54.97%-40.9pp | 29.42%-15.3pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,151 | $2,362-8.9% | $3,023-28.8% | $2,625-18.1% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $580 | $2,002-71.0% | $9,455-93.9% | $1,944-70.1% |