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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $193,430 |
MCCARTHY CALLAS & FEENEY PC4+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $19,125 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, CPA'S Service code 10 · EIN 37-1077733 | Accounting | $17,105 |
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 | $185,898 | $56,443+229.4% | $83,830+121.8% | $55,725+233.6% |
| Participation rate | 97.3% | 72.0%+25.3pp | 76.1%+21.2pp | 70.9%+26.5pp |
| Annual return | -4.20% | 393.67%-397.9pp | 850.97%-855.2pp | 244.93%-249.1pp |
| Employer contribution / active EE | $11,610 | $2,682+332.9% | $3,631+219.7% | $2,078+458.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $410 | $156+162.5% | $5,479-92.5% | $115+256.1% |