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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $68,792 |
Filed as: TURNBULL HOOVER & KAHL CPA Service code 10 · EIN 52-1518807 | Accounting | $13,500 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFIT & INSURANCE SERVICES Service code 14 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $11,235 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $4,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,154 | $56,544-7.8% | $75,501-30.9% | $70,126-25.6% |
| Participation rate | 31.4% | 68.1%-36.7pp | 72.4%-40.9pp | 69.5%-38.1pp |
| Annual return | 12.48% | 23.59%-11.1pp | 27.35%-14.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $895 | $3,827-76.6% | $5,801-84.6% | $4,645-80.7% |