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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 16 401 S TRYON STREET · CHARLOTTE, NC 28081 | Consulting | $28,087 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,399 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,229 | $77,559-75.2% | $68,612-72.0% | $75,289-74.5% |
| Participation rate | 41.1% | 78.3%-37.2pp | 72.2%-31.1pp | 72.4%-31.3pp |
| Annual return | -3.54% | -1.01%-2.5pp | -4.63%+1.1pp | -0.04%-3.5pp |
| Employer contribution / active EE | $831 | $1,993-58.3% | $2,625-68.4% | $2,405-65.5% |
| Participant deferral / active EE | $1,365 | $3,128-56.4% | $3,311-58.8% | $3,739-63.5% |
| Admin fee / account holder | $41 | $90-54.8% | $5,131-99.2% | $102-60.1% |