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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 | Investment Management | $84,889 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $61,236 |
MACNELL ACCOUNTING & CONSULTING,LLP10+ years Service code 10 · EIN 30-0510353 | Accounting | $59,008 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES Service code 14 · EIN 62-1200951 | Plan Administrator | $37,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 28 · EIN 01-0233346 | Investment Management | $28,525 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES BLACK Service code 20 · EIN 37-6122834 | Direct payment from the plan; Trustee... | $18,883 |
IRONWORKERS LOCAL UNION 38010+ years Service code 14 · EIN 37-0607813 | Plan Administrator | $14,371 |
HUNT INSURANCE AGENCY, INC.6 years Service code 22 · EIN 36-2730032 | Insurance Broker | $7,733 |
JEREMY PALMER8 years Filed as: JEREMY OCHS Service code 20 · EIN 37-6122834 | Trustee (individual); Direct payment ... | $5,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,741 | $98,273-32.1% | $150,734-55.7% | $85,660-22.1% |
| Participation rate | 36.2% | 84.0%-47.8pp | 78.4%-42.3pp | 74.8%-38.7pp |
| Annual return | 3.08% | 7.62%-4.5pp | 600.81%-597.7pp | 19.52%-16.4pp |
| Employer contribution / active EE | $3,595 | $5,764-37.6% | $4,918-26.9% | $4,199-14.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $462 | $226+104.8% | $14,905-96.9% | $224+106.4% |