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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,997 |
HUBBARD DAVIS CPAS LLP1 year Filed as: HUBBARD DAVIS CPAS, LLP Service code 27 · EIN 27-1780668 | Advisory (Plan) | $7,900 |
401(K) ADVISORS INC2 years Filed as: WF ADVISORS, LLC Service code 27 | Advisory (Plan) | $5,119 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0898180 | Advisory (Plan) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,990 | $64,359-62.7% | $90,161-73.4% | $70,126-65.8% |
| Participation rate | 47.1% | 70.4%-23.3pp | 76.9%-29.7pp | 69.5%-22.4pp |
| Annual return | 15.97% | 28.13%-12.2pp | 34.89%-18.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $503 | $2,046-75.4% | $3,318-84.8% | $2,343-78.5% |
| Participant deferral / active EE | $1,210 | $4,389-72.4% | $5,287-77.1% | $3,332-63.7% |
| Admin fee / account holder | $515 | $3,945-87.0% | $5,943-91.3% | $4,645-88.9% |