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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $117,102 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 10 · EIN 38-2383171 | Accounting | $88,116 |
BERRY & CO., CPA'S LTD3+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $71,531 |
RIVER ROAD ASSET MANAGEMENT3+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $71,371 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $63,750 |
CHRISTENSEN, JAMES & MARTIN2 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD Service code 29 · EIN 88-0330040 | Legal | $37,178 |
Filed as: WASHINGTON CAPITAL MGMT, INC Service code 28 · EIN 91-1042342 | Investment Management | $34,916 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $33,606 |
Filed as: PANAGORA ASSET MGMT, INC Service code 28 · EIN 04-3063840 | Investment Management | $31,256 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $29,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,502 | $56,443-38.9% | $83,830-58.8% | $55,725-38.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.09% | 393.67%-387.6pp | 850.97%-844.9pp | 244.93%-238.8pp |
| Employer contribution / active EE | $9,567 | $2,682+256.8% | $3,631+163.5% | $2,078+360.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $332 | $156+112.8% | $5,479-93.9% | $115+188.6% |