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| Provider | Service type | Compensation |
|---|---|---|
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH HAUSER AND VIOLICH Service code 27 · EIN 91-1631391 | Advisory (Plan) | $55,319 |
CARLEY GUILBERT1+ years Filed as: CARLEY & MCCAW, INC. Service code 13 · EIN 75-1721253 | Contract Administrator | $8,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,148 | $72,177-27.8% | $115,038-54.7% | $59,633-12.6% |
| Participation rate | 97.3% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -11.20% | 12.02%-23.2pp | 26.14%-37.3pp | 2041.45%-2052.7pp |
| Employer contribution / active EE | $857 | $2,841-69.8% | $4,608-81.4% | $2,203-61.1% |
| Participant deferral / active EE | $2,966 | $4,783-38.0% | $6,026-50.8% | $3,192-7.1% |
| Admin fee / account holder | $540 | $4,927-89.0% | $8,175-93.4% | $4,297-87.4% |