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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $67,066 |
JUDSON M. CONNER, CPA3+ years Service code 10 · EIN 56-1213859 | Accounting | $15,890 |
GOLDBERG & DAVIS, CPA'S3+ years Service code 10 · EIN 56-1751100 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,025 | $55,449-49.5% | $83,830-66.6% | $56,287-50.2% |
| Participation rate | 95.3% | 68.0%+27.3pp | 76.1%+19.1pp | 69.9%+25.4pp |
| Annual return | 9.08% | -1.38%+10.5pp | 850.97%-841.9pp | -9.96%+19.0pp |
| Employer contribution / active EE | $5,263 | $2,430+116.6% | $3,631+44.9% | $2,111+149.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $322 | $656-50.9% | $5,479-94.1% | $521-38.2% |