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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,765 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $3,592 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,824 | $37,039-89.7% | $147,618-97.4% | $59,188-93.5% |
| Participation rate | 71.1% | 63.8%+7.3pp | 84.6%-13.5pp | 69.4%+1.7pp |
| Annual return | 1.32% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $414 | $1,353-69.4% | $5,565-92.6% | $2,098-80.3% |
| Participant deferral / active EE | $311 | $2,094-85.1% | $4,895-93.6% | $3,265-90.5% |
| Admin fee / account holder | $5 | $60-91.4% | $11,612-100.0% | $92-94.4% |