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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS5+ years Service code 14 · EIN 36-3036100 | Plan Administrator | $90,218 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 28 2237 S. NEIL ST. · CHAMPAIGN, IL 61820 | Investment Management | $61,190 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $60,011 |
Service code 10 · EIN 30-0510353 | Accounting | $54,889 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES BLACK Service code 20 · EIN 37-6122834 | Trustee (individual) | $16,130 |
Service code 22 · EIN 36-2730032 | Insurance Broker | $11,121 |
JEREMY PALMER3 years Filed as: JEREMY OCHS Service code 20 · EIN 37-6122834 | Trustee (individual) | $6,065 |
IRONWORKERS LOCAL UNION 3805+ years Service code 14 · EIN 37-6122834 | Plan Administrator | $6,000 |
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 | $51,875 | $91,517-43.3% | $101,271-48.8% | $73,412-29.3% |
| Participation rate | 75.0% | 73.8%+1.2pp | 75.8%-0.8pp | 72.2%+2.8pp |
| Annual return | -7.22% | 17.17%-24.4pp | 46.48%-53.7pp | 59.30%-66.5pp |
| Employer contribution / active EE | $6,569 | $2,877+128.4% | $3,660+79.5% | $2,234+194.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $456 | $216+111.3% | $5,948-92.3% | $158+188.8% |