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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,079 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $39,592 |
T. JESIONSKI1+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $38,713 |
R. THAMES-SIMMONS1+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $38,047 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING COMPANY Service code 17 · EIN 36-3555078 | Pension Consulting | $17,000 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1975125 | Consulting | $8,408 |
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 | $179,877 | $54,392+230.7% | $84,753+112.2% | $63,975+181.2% |
| Participation rate | 75.2% | 76.9%-1.7pp | 76.6%-1.4pp | 71.1%+4.1pp |
| Annual return | 3.56% | 611.38%-607.8pp | 22.78%-19.2pp | 48.65%-45.1pp |
| Employer contribution / active EE | $14,090 | $2,943+378.8% | $3,574+294.2% | $2,182+545.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $483 | $136+255.4% | $5,333-91.0% | $70+585.3% |