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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $29,570 |
DONNA MAGGIOLINO5+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $17,170 |
WITHUMSMITH+BROWN, PC5+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $13,900 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $11,500 |
HAZARD & SIEGEL INC4 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $9,375 |
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 | $45,065 | $65,367-31.1% | $92,915-51.5% | $72,976-38.2% |
| Participation rate | 84.9% | 68.3%+16.6pp | 76.0%+8.9pp | 69.5%+15.4pp |
| Annual return | 14.67% | 42.11%-27.4pp | 109.45%-94.8pp | 81.02%-66.3pp |
| Employer contribution / active EE | $5,275 | $2,594+103.4% | $3,653+44.4% | $2,440+116.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $507 | $4,251-88.1% | $5,796-91.2% | $5,124-90.1% |