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| 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 | Investment management; Account mainte... | $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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,352 | $60,124-21.2% | $90,404-47.6% | $79,858-40.7% |
| Participation rate | 81.2% | 65.0%+16.2pp | 72.7%+8.5pp | 69.6%+11.5pp |
| Annual return | 7.66% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,750 | $2,068-15.4% | $3,262-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $2,786 | $2,938-5.2% | $3,963-29.7% | $3,740-25.5% |
| Admin fee / account holder | $577 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |