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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $219,497 |
NATIONAL EMPLOYEE BENEFIT ADMIN7+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $78,000 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $35,552 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1120909 | Legal | $34,456 |
SAWGRASS ASSET MANAGEMENT7+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $20,073 |
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 | $65,596 | $78,275-16.2% | $109,163-39.9% | $86,813-24.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.63% | 19.14%-7.5pp | 25.75%-14.1pp | 97.93%-86.3pp |
| Employer contribution / active EE | $3,541 | $3,105+14.1% | $3,723-4.9% | $2,406+47.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $585 | $198+194.9% | $6,754-91.3% | $170+245.2% |