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 | $106,264+68.3% | $147,117+21.6% | $77,762+130.0% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 15.42% | 56.94%-41.5pp | 420.54%-405.1pp | 31.27%-15.8pp |
| Employer contribution / active EE | $2,894 | $4,074-29.0% | $4,932-41.3% | $2,728+6.1% |
| Participant deferral / active EE | $9,133 | $8,003+14.1% | $8,065+13.3% | $4,651+96.4% |
| Admin fee / account holder | $331 | $334-0.9% | $12,993-97.5% | $433-23.5% |