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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 13-3573179 1525 WEST W. T. HARRIS BLVD · CHARLOTTE, NC 28262 | Securities Custodian | $58,487 |
MAXWELL SHMERLER & CO4+ 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,727 | $81,870+156.2% | $119,608+75.3% | $68,495+206.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 0.31% | -23.82%+24.1pp | -14.98%+15.3pp | -7.84%+8.2pp |
| Employer contribution / active EE | $4,254 | $2,692+58.1% | $4,232+0.5% | $2,596+63.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $852 | $6,583-87.1% | $10,326-91.7% | $5,403-84.2% |