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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $6,250 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,788 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,443 | $49,763+41.6% | $70,565-0.2% | $74,473-5.4% |
| Participation rate | 57.3% | 64.6%-7.3pp | 68.4%-11.0pp | 70.7%-13.4pp |
| Annual return | 14.66% | 21.21%-6.5pp | 32.79%-18.1pp | 34.36%-19.7pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,813 | $3,379+12.9% | $4,568-16.5% | $4,530-15.8% |
| Admin fee / account holder | $17 | $316-94.6% | $6,430-99.7% | $347-95.1% |