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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $157,958 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $41,573 |
EFPR GROUP, CPAS, PLLC2+ years Filed as: EFPR GROUP CPAS, PLLC Service code 10 · EIN 47-4526160 | Accounting | $16,700 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6257133 | Custodial (other than securities) | $16,181 |
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 | $31,591 | $80,354-60.7% | $133,975-76.4% | $63,975-50.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.90% | 13.11%-10.2pp | 29.29%-26.4pp | 48.65%-45.7pp |
| Employer contribution / active EE | $1,797 | $3,503-48.7% | $5,211-65.5% | $2,182-17.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $353 | $69+410.0% | $9,324-96.2% | $70+401.8% |