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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TYRON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,691 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,344 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,848 | $65,118-38.8% | $76,767-48.1% | $55,725-28.5% |
| Participation rate | 57.0% | 79.6%-22.6pp | 77.0%-20.0pp | 70.9%-13.8pp |
| Annual return | -3.25% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $235 | $1,941-87.9% | $2,485-90.6% | $2,078-88.7% |
| Participant deferral / active EE | $1,955 | $3,688-47.0% | $3,852-49.2% | $3,356-41.7% |
| Admin fee / account holder | $60 | $116-48.4% | $6,675-99.1% | $115-48.1% |