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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 | $88,183-10.9% | $107,187-26.7% | $71,012+10.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 7.29% | 16.47%-9.2pp | 204.55%-197.3pp | 37.67%-30.4pp |
| Employer contribution / active EE | $5,254 | $3,914+34.3% | $3,782+38.9% | $2,348+123.8% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $599 | $1,430-58.1% | $9,162-93.5% | $1,167-48.6% |