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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 14 · EIN 13-4238973 | Plan Administrator | $57,255 |
Filed as: WILBANKS, SMITH, & THOMAS ASSET MGM Service code 28 · EIN 54-2005153 | Investment Management | $20,937 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS, COLEMAN & COMPANY Service code 10 · EIN 54-1437648 | Accounting | $12,750 |
NATIONWIDE2+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $8,782 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,025 | $71,192-11.5% | $117,854-46.5% | $62,292+1.2% |
| Participation rate | 79.0% | 74.2%+4.7pp | 79.7%-0.7pp | 69.5%+9.5pp |
| Annual return | 11.60% | 18.66%-7.1pp | 335.08%-323.5pp | 28.90%-17.3pp |
| Employer contribution / active EE | $994 | $1,934-48.6% | $3,786-73.7% | $2,042-51.3% |
| Participant deferral / active EE | $1,164 | $3,189-63.5% | $4,482-74.0% | $3,169-63.3% |
| Admin fee / account holder | $528 | $587-10.1% | $8,020-93.4% | $479+10.2% |