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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,676 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $54,157 |
WHN INVESTOR SERVICES4+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $28,000 |
BAUMAN ASSOCIATES4+ years Service code 10 · EIN 39-1277627 | Accounting | $18,525 |
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 | $153,890 | $60,396+154.8% | $83,831+83.6% | $75,289+104.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.79% | 3.84%-7.6pp | 850.99%-854.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $10,088 | $3,343+201.8% | $3,631+177.8% | $2,405+319.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $373 | $141+164.3% | $5,479-93.2% | $102+264.9% |