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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 74-2533381 | Contract Administrator | $16,568 |
WELLS FARGO BANK, N.A.3 years Service code 18 · EIN 94-1347393 | Investment management fees paid direc... | $12,655 |
Filed as: BOLINGER SEGARS GILBERT AND MOSS Service code 10 · EIN 75-0882037 | Accounting | $8,500 |
Service code 27 · EIN 76-0451829 | Advisory (Plan) | $5,637 |
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.
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 | $49,983 | $54,757-8.7% | $90,304-44.7% | $72,975-31.5% |
| Participation rate | 70.8% | 65.2%+5.7pp | 73.3%-2.4pp | 69.5%+1.3pp |
| Annual return | -24.37% | 30.63%-55.0pp | 78.13%-102.5pp | 81.01%-105.4pp |
| Employer contribution / active EE | $1,892 | $2,093-9.6% | $2,855-33.7% | $2,440-22.5% |
| Participant deferral / active EE | $3,203 | $2,887+10.9% | $3,885-17.6% | $3,608-11.2% |
| Admin fee / account holder | $613 | $3,973-84.6% | $5,354-88.5% | $5,124-88.0% |