| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $276,959 |
Service code 13 · EIN 45-0173185 | Contract Administrator | $202,200 |
ANDERSON, HELGEN, DAVIS & CEFALU2+ years Filed as: ANDERSON, HELGEN DAVIS & CEFALU Service code 29 · EIN 26-3644998 | Legal | $75,733 |
CHARTWELL BENEFITS CONSULTING2+ years Service code 17 · EIN 41-2013371 | Pension Consulting | $18,900 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $18,265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,717 | $54,392+63.1% | $84,753+4.7% | $63,975+38.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.03% | 611.38%-604.3pp | 22.78%-15.8pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,299 | $2,943+46.1% | $3,574+20.3% | $2,182+97.0% |
| Participant deferral / active EE | $352 | $2,593-86.4% | $3,712-90.5% | $3,356-89.5% |
| Admin fee / account holder | $197 | $136+45.3% | $5,333-96.3% | $70+180.2% |