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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $616,429 |
PRAGER METIS CPAS, LLC1 year Filed as: PRAGERMETIS Service code 10 · EIN 13-3452656 | Accounting | $15,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,731 | $56,095-96.9% | $178,503-99.0% | $90,274-98.1% |
| Participation rate | 8.6% | 65.6%-56.9pp | 81.9%-73.3pp | 73.4%-64.7pp |
| Annual return | 11.23% | 28.81%-17.6pp | 151.12%-139.9pp | 53.97%-42.7pp |
| Employer contribution / active EE | $2,387 | $1,572+51.8% | $5,011-52.4% | $2,523-5.4% |
| Participant deferral / active EE | $608 | $2,669-77.2% | $5,202-88.3% | $4,231-85.6% |
| Admin fee / account holder | $52 | $101-48.3% | $13,987-99.6% | $114-54.4% |