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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $127,370 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $44,312 |
WHN INVESTOR SERVICES3+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $28,000 |
BAUMAN ASSOCIATES3+ years Service code 10 · EIN 39-1277627 | Accounting | $17,250 |
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 | $174,571 | $60,545+188.3% | $92,240+89.3% | $69,634+150.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 19.43% | 19.71%-0.3pp | 176.29%-156.9pp | 27572.26%-27552.8pp |
| Employer contribution / active EE | $10,133 | $2,633+284.8% | $3,680+175.4% | $2,032+398.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $360 | $145+148.8% | $5,194-93.1% | $110+226.1% |