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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,271 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,153 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER & ASSOCIATES Service code 27 · EIN 47-0836395 | Advisory (Plan) | $8,050 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,409 | $61,473+30.8% | $81,726-1.6% | $73,412+9.5% |
| Participation rate | 42.1% | 72.4%-30.3pp | 72.0%-29.9pp | 72.2%-30.1pp |
| Annual return | 15.50% | 28.26%-12.8pp | 29.49%-14.0pp | 59.30%-43.8pp |
| Employer contribution / active EE | $396 | $1,898-79.1% | $4,311-90.8% | $2,234-82.3% |
| Participant deferral / active EE | $2,020 | $3,080-34.4% | $7,108-71.6% | $3,806-46.9% |
| Admin fee / account holder | $445 | $125+254.6% | $5,160-91.4% | $158+181.8% |