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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 13-3573179 1525 WEST W. T. HARRIS BLVD · CHARLOTTE, NC 28262 | Investment Management | $65,032 |
MAXWELL SHMERLER & CO2+ 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 | $178,600 | $81,474+119.2% | $133,971+33.3% | $73,493+143.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -2.39% | 19.40%-21.8pp | 45.09%-47.5pp | 28.51%-30.9pp |
| Employer contribution / active EE | $4,784 | $2,209+116.6% | $3,919+22.1% | $2,270+110.8% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $900 | $713+26.3% | $8,929-89.9% | $513+75.5% |