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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 13-3573179 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Investment Management | $56,766 |
MAXWELL SHMERLER & CO1+ years Service code 10 · EIN 13-1302847 11 MARTINE AVENUE · WHITE PLAINS, NY 10606 | Accounting | $25,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,139 | $86,332+112.1% | $125,180+46.3% | $65,185+181.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -6.97% | 27.43%-34.4pp | 43.79%-50.8pp | 29.38%-36.4pp |
| Employer contribution / active EE | $3,833 | $2,040+87.9% | $3,866-0.8% | $2,177+76.1% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $779 | $609+27.8% | $9,703-92.0% | $847-8.1% |