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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $152,561 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $83,995 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $38,798 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $26,415 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $22,757 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $15,422 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $7,482 |
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 | $215,124 | $66,650+222.8% | $92,915+131.5% | $67,582+218.3% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.9pp | 71.3%+22.6pp |
| Annual return | 19.61% | 92.64%-73.0pp | 109.45%-89.8pp | 378.57%-359.0pp |
| Employer contribution / active EE | $12,751 | $2,777+359.2% | $3,653+249.0% | $2,148+493.7% |
| Participant deferral / active EE | $1,324 | $3,160-58.1% | $4,238-68.7% | $3,539-62.6% |
| Admin fee / account holder | $435 | $199+118.7% | $5,796-92.5% | $142+205.9% |