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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,299 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $68,267 |
WHITLEY PENN LLP2 years Filed as: WHITELY PENN LLP Service code 10 · EIN 75-2393478 | Accounting | $20,250 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,701 | $100,801+283.6% | $149,751+158.2% | $73,415+426.7% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.8pp | 72.2%+24.2pp |
| Annual return | 13.17% | 265.34%-252.2pp | 276.71%-263.5pp | 59.30%-46.1pp |
| Employer contribution / active EE | $14,355 | $3,312+333.5% | $4,646+209.0% | $2,234+542.6% |
| Participant deferral / active EE | $10,945 | $6,404+70.9% | $6,843+59.9% | $3,806+187.6% |
| Admin fee / account holder | $344 | $181+90.4% | $9,312-96.3% | $158+118.0% |