Filed February 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 1 N. JEFFERSON AVE. · ST. LOUIS, MO 61939 | Advisory (Plan) | $61,939 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 14 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Plan Administrator | $19,179 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $15,111 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,842 | $106,247+68.3% | $147,096+21.6% | $77,714+130.1% |
| Participation rate | 87.7% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 15.42% | 56.87%-41.4pp | 419.75%-404.3pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,894 | $4,069-28.9% | $4,936-41.4% | $2,727+6.1% |
| Participant deferral / active EE | $9,133 | $7,996+14.2% | $8,071+13.2% | $4,649+96.4% |
| Admin fee / account holder | $331 | $338-2.1% | $13,005-97.5% | $433-23.5% |