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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $13,994 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $1,182 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $382 |
MILLIMAN, INC.6+ years Service code 16 | Consulting | $0 |
Service code 27 | Advisory (Plan) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,740 | $66,813+13.4% | $100,535-24.7% | $73,497+3.1% |
| Participation rate | 32.3% | 77.5%-45.2pp | 79.4%-47.1pp | 70.7%-38.4pp |
| Annual return | 10.83% | 25.70%-14.9pp | 30.90%-20.1pp | 28.51%-17.7pp |
| Employer contribution / active EE | $13 | $2,147-99.4% | $3,419-99.6% | $2,270-99.4% |
| Participant deferral / active EE | $1,229 | $5,883-79.1% | $6,271-80.4% | $3,740-67.1% |
| Admin fee / account holder | $164 | $512-68.0% | $8,085-98.0% | $513-68.1% |