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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $141,531 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $60,734 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6257133 | Custodial (other than securities) | $16,427 |
EFPR GROUP, CPAS, PLLC1+ years Filed as: EFPR GROUP CPAS, PLLC Service code 10 · EIN 47-4526160 | Accounting | $8,800 |
EFP ROTENBERG, LLP1+ years Service code 10 · EIN 26-4298079 | Accounting | $7,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,890 | $75,760-53.9% | $123,105-71.7% | $59,188-41.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -2.58% | 2.93%-5.5pp | 13.22%-15.8pp | 5.51%-8.1pp |
| Employer contribution / active EE | $1,855 | $3,415-45.7% | $5,151-64.0% | $2,098-11.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $344 | $61+467.1% | $9,014-96.2% | $92+273.6% |