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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $183,387 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $80,642 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $29,750 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $23,768 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
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 | $142,241 | $54,392+161.5% | $84,753+67.8% | $63,975+122.3% |
| Participation rate | 81.8% | 76.9%+5.0pp | 76.6%+5.3pp | 71.1%+10.7pp |
| Annual return | 6.93% | 611.38%-604.4pp | 22.78%-15.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $7,091 | $2,943+140.9% | $3,574+98.4% | $2,182+225.0% |
| Participant deferral / active EE | $827 | $2,593-68.1% | $3,712-77.7% | $3,356-75.4% |
| Admin fee / account holder | $364 | $136+168.3% | $5,333-93.2% | $70+417.5% |