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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $34,300 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 461 FROM ROAD, MACH V1-STE 101 · PARAMUS, NJ 07652 | Advisory (Plan) | $13,261 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR, DAVIES, LLP Service code 10 · EIN 27-1728945 | Accounting | $7,000 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,539 | $37,196-90.5% | $154,108-97.7% | $55,725-93.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -1.23% | 1319.68%-1320.9pp | 735.21%-736.4pp | 244.93%-246.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $35 | $102-65.6% | $13,411-99.7% | $115-69.6% |