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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $15,513 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,029 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $12,864 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $1,050 |
EDBERG & PERRY INC1 year Filed as: EDBERG PERRY LLC Service code 15 · EIN 83-2658650 | Recordkeeping | $650 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,703 | $49,451-37.9% | $79,580-61.4% | $66,938-54.1% |
| Participation rate | 63.4% | 61.3%+2.1pp | 69.5%-6.1pp | 69.8%-6.4pp |
| Annual return | -15.59% | 84.25%-99.8pp | 0.15%-15.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,788 | $1,266+41.3% | $2,413-25.9% | $2,545-29.7% |
| Participant deferral / active EE | $3,854 | $3,159+22.0% | $3,985-3.3% | $4,238-9.1% |
| Admin fee / account holder | $429 | $595-27.8% | $6,835-93.7% | $594-27.7% |