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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $254,274 |
Filed as: MY BENEFIT ADMINISTRATOR INC. Service code 13 · EIN 99-0940151 | Contract Administrator | $69,000 |
REINHART BOERNER VAN DEUREN S.C.11+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $43,947 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $30,396 |
SAWGRASS ASSET MANAGEMENT11+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $18,104 |
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 | $78,610 | $92,224-14.8% | $105,223-25.3% | $79,634-1.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.29% | 88.65%-81.4pp | 180.65%-173.4pp | 36.46%-29.2pp |
| Employer contribution / active EE | $5,254 | $3,965+32.5% | $3,689+42.5% | $2,529+107.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $599 | $1,121-46.5% | $8,859-93.2% | $1,002-40.2% |