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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,047 |
Service code 10 · EIN 45-4083690 | Accounting | $81,044 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $71,528 |
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.
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 | $318,392 | $155,795+104.4% | $136,298+133.6% | $69,634+357.2% |
| Participation rate | 94.8% | 75.2%+19.5pp | 81.9%+12.8pp | 70.7%+24.1pp |
| Annual return | 14.42% | 232464.33%-232449.9pp | 5156.27%-5141.8pp | 27572.26%-27557.8pp |
| Employer contribution / active EE | $12,851 | $2,991+329.7% | $4,696+173.7% | $2,032+532.3% |
| Participant deferral / active EE | $9,240 | $5,394+71.3% | $6,247+47.9% | $3,224+186.6% |
| Admin fee / account holder | $318 | $128+147.8% | $9,244-96.6% | $110+187.8% |