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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP4 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $39,200 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 36-4019175 | Advisory (Plan) | $20,117 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,558 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $4,121 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $3,950 |
Filed as: FIDELITY INVESTMENTS INSTITUIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTIOINAL Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,001 | $50,199+79.3% | $69,890+28.8% | $66,949+34.4% |
| Participation rate | 72.2% | 66.3%+5.8pp | 70.5%+1.7pp | 69.8%+2.3pp |
| Annual return | -16.87% | -13.85%-3.0pp | 190.84%-207.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $2,499 | $1,864+34.1% | $2,560-2.4% | $2,545-1.8% |
| Participant deferral / active EE | $7,686 | $3,112+147.0% | $3,848+99.7% | $4,239+81.3% |
| Admin fee / account holder | $372 | $600-37.9% | $6,267-94.1% | $594-37.3% |