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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $49,487 |
JUDSON M. CONNER, CPA1+ years Service code 10 · EIN 56-1213859 | Accounting | $19,370 |
GOLDBERG & DAVIS, CPA'S1+ years Service code 10 · EIN 56-1751100 | Accounting | $8,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,620 | $52,884-57.2% | $84,753-73.3% | $55,167-59.0% |
| Participation rate | 97.0% | 67.5%+29.5pp | 76.6%+20.4pp | 69.0%+28.0pp |
| Annual return | 3.25% | 18.03%-14.8pp | 22.78%-19.5pp | 169.23%-166.0pp |
| Employer contribution / active EE | $3,636 | $2,233+62.8% | $3,574+1.7% | $1,963+85.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $306 | $581-47.3% | $5,333-94.3% | $504-39.2% |