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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $30,139 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $20,634 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,386 |
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.
Employer 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.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,342 | $122,063-28.4% | $184,256-52.6% | $74,478+17.3% |
| Participation rate | 59.8% | 85.5%-25.7pp | 86.8%-27.1pp | 67.2%-7.5pp |
| Annual return | 14.95% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,652 | $4,539-63.6% | $6,427-74.3% | $2,626-37.1% |
| Participant deferral / active EE | $3,227 | $7,144-54.8% | $9,133-64.7% | $4,350-25.8% |
| Admin fee / account holder | $333 | $1,253-73.4% | $13,899-97.6% | $1,946-82.9% |