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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MGMT Service code 28 · EIN 95-3692822 | Investment Management | $133,207 |
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $86,120 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY AND CO., CPA'S LTD. Service code 10 · EIN 88-0400174 | Accounting | $78,800 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER ROAD ASSET MGMT, LLC Service code 28 · EIN 43-2076925 | Investment Management | $71,734 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $63,750 |
Filed as: CHRISTENSEN JAMES & MARTIN, CHTD Service code 29 · EIN 88-0330040 | Legal | $36,064 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $35,361 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $35,270 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $32,075 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA ASSET MGMT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $25,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,662 | $60,545-46.1% | $92,240-64.6% | $69,631-53.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.84% | 19.71%-9.9pp | 176.29%-166.5pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $8,397 | $2,633+218.9% | $3,680+128.2% | $2,032+313.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $330 | $145+128.3% | $5,194-93.6% | $110+199.2% |