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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $61,842 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 14 · EIN 31-1582098 | Plan Administrator | $15,874 |
YOUNT, HYDE & BARBOUR, P.C.4 years Service code 10 · EIN 54-1149263 | Accounting | $8,250 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $3,754 |
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 | $58,282 | $53,546+8.8% | $69,890-16.6% | $68,490-14.9% |
| Participation rate | 24.3% | 64.5%-40.2pp | 70.5%-46.2pp | 67.9%-43.6pp |
| Annual return | -10.34% | -13.87%+3.5pp | 190.84%-201.2pp | -7.85%-2.5pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,294 | $4,693-72.4% | $6,267-79.3% | $5,403-76.0% |