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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $55,741 |
JUDSON M. CONNER, CPA2+ years Service code 10 · EIN 56-1213859 | Accounting | $16,680 |
GOLDBERG & DAVIS, CPA'S2+ years Service code 10 · EIN 56-1751100 | Accounting | $9,000 |
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 | $24,762 | $58,726-57.8% | $92,240-73.2% | $62,293-60.2% |
| Participation rate | 93.6% | 68.3%+25.3pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 7.54% | 43.62%-36.1pp | 176.29%-168.8pp | 28.90%-21.4pp |
| Employer contribution / active EE | $3,488 | $2,392+45.8% | $3,680-5.2% | $2,042+70.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $310 | $556-44.4% | $5,194-94.0% | $479-35.4% |