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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,145 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $46,587 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $14,265 |
HENJES CONNER & WILLIAMS PC2 years Filed as: HENJES, CONNER & WILLIAMS, P.C. Service code 27 · EIN 48-1292483 | Advisory (Plan) | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,586 | $64,909+316.9% | $82,313+228.7% | $62,293+334.4% |
| Participation rate | 86.6% | 74.9%+11.8pp | 76.9%+9.7pp | 69.5%+17.1pp |
| Annual return | 14.24% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $9,341 | $1,676+457.3% | $2,428+284.7% | $2,042+357.4% |
| Participant deferral / active EE | $3,389 | $3,103+9.2% | $3,706-8.6% | $3,169+6.9% |
| Admin fee / account holder | $684 | $440+55.5% | $5,608-87.8% | $479+42.6% |