| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $282,008 |
Service code 13 · EIN 45-0173185 | Contract Administrator | $202,200 |
Service code 29 · EIN 26-3644998 | Legal | $49,872 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $37,100 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $18,940 |
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 | $103,223 | $221,442-53.4% | $92,240+11.9% | $77,958+32.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 17.03% | 15.65%+1.4pp | 176.29%-159.3pp | 20.87%-3.8pp |
| Employer contribution / active EE | $4,609 | $3,226+42.9% | $3,680+25.2% | $2,310+99.5% |
| Participant deferral / active EE | $384 | $2,779-86.2% | $3,897-90.1% | $3,537-89.1% |
| Admin fee / account holder | $190 | $210-9.4% | $5,194-96.3% | $97+95.1% |