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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,318 |
DAVIS1 year Filed as: DAVIS & COMPANY Service code 27 · EIN 82-4158464 | Advisory (Plan) | $7,941 |
Filed as: FAMILY ASSET MANAGEMENT, LLC Service code 27 · EIN 20-0273986 | Advisory (Plan) | $6,864 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,366 | $58,577-61.8% | $83,333-73.2% | $64,186-65.2% |
| Participation rate | 48.4% | 72.0%-23.7pp | 77.8%-29.4pp | 69.6%-21.2pp |
| Annual return | -10.01% | 9.65%-19.7pp | 10.63%-20.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $505 | $2,098-75.9% | $3,379-85.1% | $2,381-78.8% |
| Participant deferral / active EE | $1,588 | $4,654-65.9% | $5,565-71.5% | $3,470-54.2% |
| Admin fee / account holder | $508 | $9,275-94.5% | $7,510-93.2% | $4,888-89.6% |