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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $22,033 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $378,384 | $54,320+596.6% | $67,653+459.3% | $52,331+623.1% |
| Participation rate | 10.2% | 73.6%-63.4pp | 75.7%-65.5pp | 68.1%-57.9pp |
| Annual return | 1.33% | 6.81%-5.5pp | 6625.22%-6623.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $552 | $1,544-64.3% | $2,266-75.6% | $1,882-70.7% |
| Participant deferral / active EE | $2,821 | $2,950-4.4% | $3,560-20.8% | $3,022-6.7% |
| Admin fee / account holder | $2,993 | $527+468.4% | $4,821-37.9% | $592+405.9% |