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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,000 |
PRAGER METIS CPAS, LLC1 year Filed as: PRAGER METIS CPA'S, LLC Service code 10 14 PENN PLAZA · NEW YORK, NY 10122 | Accounting | $19,750 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,212 | $51,288+29.1% | $81,982-19.2% | $73,412-9.8% |
| Participation rate | 61.1% | 64.0%-2.9pp | 69.3%-8.2pp | 72.2%-11.1pp |
| Annual return | 13.01% | 29.48%-16.5pp | 41.31%-28.3pp | 59.30%-46.3pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,754 | $2,715+38.2% | $3,722+0.8% | $3,806-1.4% |
| Admin fee / account holder | $103 | $125-18.0% | $5,665-98.2% | $158-35.0% |