Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOLINGER SEGARS GILBERT AND MOSS Service code 10 · EIN 75-0882037 | Accounting | $14,250 |
Service code 13 · EIN 74-2533381 | Contract Administrator | $13,025 |
Service code 27 · EIN 76-0451829 | Advisory (Plan) | $10,393 |
WELLS FARGO BANK, N.A.4 years Service code 18 · EIN 94-1347393 | Account maintenance fees; Investment ... | $10,314 |
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 | $47,352 | $60,128-21.2% | $90,440-47.6% | $79,852-40.7% |
| Participation rate | 81.2% | 65.0%+16.2pp | 72.7%+8.5pp | 69.6%+11.5pp |
| Annual return | 7.66% | 71.95%-64.3pp | 1294.38%-1286.7pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,750 | $2,068-15.4% | $3,263-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $2,786 | $2,939-5.2% | $3,964-29.7% | $3,740-25.5% |
| Admin fee / account holder | $577 | $3,977-85.5% | $5,615-89.7% | $5,306-89.1% |