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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 TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $42,149 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,888 |
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.
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 | $0 | $73,404-100.0% | $87,103-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.9%-76.9pp | 71.3%-71.3pp |
| Annual return | 18.28% | 48.29%-30.0pp | 28.19%-9.9pp | 378.57%-360.3pp |
| Employer contribution / active EE | $435 | $2,014-78.4% | $2,521-82.8% | $2,148-79.8% |
| Participant deferral / active EE | $2,311 | $3,913-40.9% | $4,049-42.9% | $3,539-34.7% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |