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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $32,533 |
DONNA MAGGIOLINO6+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $16,414 |
WITHUMSMITH+BROWN, PC6+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $14,595 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $12,465 |
HAZARD & SIEGEL INC5 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,212 | $69,383-24.7% | $101,275-48.4% | $73,497-29.0% |
| Participation rate | 69.6% | 68.4%+1.2pp | 75.8%-6.2pp | 70.7%-1.1pp |
| Annual return | 12.43% | 18.46%-6.0pp | 46.48%-34.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $5,509 | $2,628+109.6% | $3,660+50.5% | $2,270+142.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $569 | $704-19.2% | $5,948-90.4% | $513+10.8% |