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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $41,010 |
Filed as: NOVARA,TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3507129 | Legal | $12,529 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 · EIN 36-4019884 | Insurance Broker | $7,709 |
Service code 10 · EIN 38-2574238 | Accounting | $7,050 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 14 2401 W. BIG BEAVER #300 · TROY, MI 48084 | Plan Administrator | $5,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,040 | $73,638+95.6% | $95,964+50.1% | $73,497+96.0% |
| Participation rate | 65.6% | 76.2%-10.5pp | 77.1%-11.5pp | 70.7%-5.1pp |
| Annual return | 24.92% | 16.78%+8.1pp | 91.64%-66.7pp | 28.51%-3.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,668 | $3,617-53.9% | $4,167-60.0% | $3,740-55.4% |
| Admin fee / account holder | $382 | $482-20.7% | $6,797-94.4% | $513-25.5% |