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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,289 |
FRIEDMAN & ANSPACH3+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $9,940 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,347 | $46,297-49.6% | $71,671-67.4% | $62,293-62.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 8.36% | 22.32%-14.0pp | 20.65%-12.3pp | 28.90%-20.5pp |
| Employer contribution / active EE | $985 | $1,412-30.2% | $2,460-59.9% | $2,042-51.8% |
| Participant deferral / active EE | $2,934 | $2,235+31.3% | $3,438-14.7% | $3,169-7.4% |
| Admin fee / account holder | $312 | $461-32.2% | $5,558-94.4% | $479-34.9% |