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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,380 |
WELLS THOMAS, LLC3 years Service code 13 · EIN 26-0228640 | Contract Administrator | $22,691 |
THE PATRIOT FINANCIAL GROUP2 years Filed as: THE PATRIOT FINANCIAL GROUP, LLC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $9,513 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,394 | $36,002-79.5% | $161,489-95.4% | $64,728-88.6% |
| Participation rate | 84.2% | 57.4%+26.8pp | 78.7%+5.5pp | 57.9%+26.3pp |
| Annual return | 9.25% | 33.93%-24.7pp | 89.72%-80.5pp | 49.38%-40.1pp |
| Employer contribution / active EE | $322 | $1,380-76.7% | $4,268-92.5% | $2,243-85.7% |
| Participant deferral / active EE | $1,322 | $1,815-27.2% | $5,630-76.5% | $2,729-51.6% |
| Admin fee / account holder | $200 | $931-78.5% | $16,006-98.7% | $1,145-82.5% |