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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,849 |
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $24,766 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 17 · EIN 20-4751585 | Pension Consulting | $11,941 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,155 | $73,638+332.1% | $95,952+231.6% | $73,488+332.9% |
| Participation rate | 97.5% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 11.14% | 16.78%-5.6pp | 91.61%-80.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $4,755 | $1,863+155.2% | $2,541+87.1% | $2,270+109.5% |
| Participant deferral / active EE | $11,872 | $3,617+228.2% | $4,167+184.9% | $3,740+217.5% |
| Admin fee / account holder | $573 | $482+18.8% | $6,795-91.6% | $513+11.6% |