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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $208,829 |
BILKEY KATZ INVESTMENT MANAGER5+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $134,848 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $33,500 |
FINDLEY2 years Service code 17 · EIN 34-1213174 | Pension Consulting | $26,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $372,461 | $101,523+266.9% | $141,200+163.8% | $77,775+378.9% |
| Participation rate | 93.4% | 77.4%+16.1pp | 82.5%+11.0pp | 73.2%+20.2pp |
| Annual return | 23.29% | 56.22%-32.9pp | 71.41%-48.1pp | 32.58%-9.3pp |
| Employer contribution / active EE | $11,010 | $3,341+229.5% | $4,736+132.5% | $2,504+339.7% |
| Participant deferral / active EE | $11,672 | $6,434+81.4% | $6,710+73.9% | $3,966+194.3% |
| Admin fee / account holder | $176 | $92+92.4% | $10,265-98.3% | $100+76.0% |