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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $29,050 |
DONNA MAGGIOLINO4+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $14,314 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $14,127 |
WITHUMSMITH+BROWN, PC4+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $13,900 |
HAZARD & SIEGEL INC3 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $7,500 |
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 | $40,713 | $57,352-29.0% | $83,831-51.4% | $64,173-36.6% |
| Participation rate | 98.8% | 68.6%+30.1pp | 76.1%+22.6pp | 69.6%+29.2pp |
| Annual return | -4.85% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,667 | $2,546+122.6% | $3,631+56.1% | $2,381+138.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $648 | $4,046-84.0% | $5,479-88.2% | $4,887-86.7% |