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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $176,171 |
IPS RIA, LLC1 year Filed as: IPS LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $85,729 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $70,024 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $56,031 |
Service code 27 · EIN 84-1612955 | Advisory (Plan) | $32,262 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $26,010 |
SPENCER FANE LLP6 years Service code 29 · EIN 44-0561981 | Legal | $11,735 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENTS MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,992 | $88,770-68.5% | $109,163-74.4% | $93,010-69.9% |
| Participation rate | 69.3% | 81.5%-12.2pp | 75.9%-6.6pp | 73.9%-4.6pp |
| Annual return | 11.98% | 60.64%-48.7pp | 25.75%-13.8pp | 158.70%-146.7pp |
| Employer contribution / active EE | $320 | $3,780-91.5% | $3,723-91.4% | $2,705-88.2% |
| Participant deferral / active EE | $1,108 | $3,630-69.5% | $4,654-76.2% | $4,561-75.7% |
| Admin fee / account holder | $204 | $172+18.6% | $6,754-97.0% | $152+34.7% |