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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 | $187,380 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, CPA'S Service code 10 · EIN 37-1077733 | Accounting | $12,500 |
MCCARTHY CALLAS & FEENEY PC2+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $10,973 |
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 | $179,772 | $57,921+210.4% | $84,753+112.1% | $57,658+211.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.65% | 10.24%-2.6pp | 22.78%-15.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $10,532 | $2,598+305.3% | $3,574+194.7% | $1,974+433.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $391 | $130+201.5% | $5,333-92.7% | $95+313.6% |