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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 71-0294708 | Directed Trustee | $54,893 |
BENEFIT PROCESSING, INC.2 years Filed as: BENEFIT PROCESSING, INC Service code 13 20 BRACE ROAD, STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $37,988 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 51 · EIN 34-1542819 | Investment Mgmt Fees | $29,524 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE Service code 22 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Insurance Broker | $11,369 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $2,046 |
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 | $59,138 | $96,731-38.9% | $123,973-52.3% | $86,983-32.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 10.19% | 17.33%-7.1pp | 388.13%-377.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $8,681 | $3,297+163.3% | $4,126+110.4% | $2,584+235.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $439 | $8,722-95.0% | $11,799-96.3% | $7,856-94.4% |