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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,547 |
NOVARA, TESIJA & CATENACCI, PLLC5+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $28,160 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 | Accounting | $18,537 |
MARQUETTE ASSOCIATES5+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $12,000 |
Service code 10 · EIN 38-2284921 | Accounting | $9,100 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,306 | $91,517-41.8% | $101,264-47.4% | $73,412-27.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.10% | 17.17%-6.1pp | 46.48%-35.4pp | 59.30%-48.2pp |
| Employer contribution / active EE | $2,255 | $2,877-21.6% | $3,660-38.4% | $2,234+1.0% |
| Participant deferral / active EE | $254 | $3,338-92.4% | $4,370-94.2% | $3,806-93.3% |
| Admin fee / account holder | $362 | $216+67.8% | $5,947-93.9% | $158+129.5% |