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| Provider | Service type | Compensation |
|---|---|---|
GREERWALKER LLP1 year Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $22,650 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,274 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,267 | $67,411-72.9% | $91,004-79.9% | $70,126-74.0% |
| Participation rate | 94.4% | 71.4%+23.0pp | 75.6%+18.8pp | 69.5%+24.8pp |
| Annual return | 8.96% | -40.16%+49.1pp | 4.60%+4.4pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $360 | $4,236-91.5% | $5,417-93.4% | $4,645-92.3% |