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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $162,816 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 17 · EIN 20-4751585 | Pension Consulting | $33,540 |
COHN REZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $16,900 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,545 | $65,118+373.8% | $76,768+301.9% | $55,725+453.7% |
| Participation rate | 51.1% | 79.6%-28.5pp | 77.0%-25.9pp | 70.9%-19.8pp |
| Annual return | 2.64% | -1.27%+3.9pp | 2.43%+0.2pp | 244.93%-242.3pp |
| Employer contribution / active EE | $2,804 | $1,941+44.4% | $2,485+12.8% | $2,078+34.9% |
| Participant deferral / active EE | $5,913 | $3,688+60.3% | $3,852+53.5% | $3,356+76.2% |
| Admin fee / account holder | $971 | $116+738.1% | $6,675-85.5% | $115+743.1% |