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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,666 |
FERRAIUOLI LLC1 year Service code 29 · EIN 66-0628896 | Legal | $12,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,724 | $73,102-47.0% | $123,553-68.7% | $56,289-31.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.39% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,801 | $2,977-5.9% | $4,628-39.5% | $2,111+32.7% |
| Participant deferral / active EE | $2,840 | $5,423-47.6% | $6,426-55.8% | $3,350-15.2% |
| Admin fee / account holder | $302 | $554-45.4% | $9,284-96.7% | $521-42.0% |