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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC1+ years Service code 21 · EIN 83-0368447 | Bank Trustee | $186,864 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,472 |
TEAGUE MARQUESS & ASSOCIATES1+ years Filed as: TEAGUE, MARQUESS & ASSOCIATES Service code 10 · EIN 45-4083690 | Accounting | $40,443 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,323 | $88,324+215.1% | $115,038+141.9% | $55,191+404.3% |
| Participation rate | 96.7% | 72.5%+24.2pp | 81.4%+15.3pp | 69.2%+27.5pp |
| Annual return | -2.13% | 6.30%-8.4pp | 26.14%-28.3pp | 10.78%-12.9pp |
| Employer contribution / active EE | $12,355 | $2,805+340.5% | $4,608+168.1% | $1,899+550.7% |
| Participant deferral / active EE | $8,824 | $5,042+75.0% | $6,026+46.4% | $3,046+189.6% |
| Admin fee / account holder | $480 | $105+355.3% | $8,175-94.1% | $91+428.5% |