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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $26,600 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 | Insurance Broker | $14,257 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,324 | $155,795-76.0% | $136,298-72.6% | $69,631-46.4% |
| Participation rate | 21.7% | 75.2%-53.5pp | 81.9%-60.2pp | 70.7%-48.9pp |
| Annual return | 16.59% | 232464.33%-232447.7pp | 5156.27%-5139.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $871 | $2,991-70.9% | $4,696-81.4% | $2,032-57.1% |
| Participant deferral / active EE | $1,850 | $5,394-65.7% | $6,247-70.4% | $3,224-42.6% |
| Admin fee / account holder | $266 | $128+107.4% | $9,244-97.1% | $110+140.9% |