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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,112 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 | Insurance Broker | $20,283 |
WELLS FARGO BANK, N.A.2 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,353 | $75,388-53.1% | $123,552-71.4% | $55,725-36.6% |
| Participation rate | 25.1% | 75.7%-50.6pp | 82.3%-57.2pp | 70.9%-45.8pp |
| Annual return | -9.68% | 4.48%-14.2pp | 119.20%-128.9pp | 244.93%-254.6pp |
| Employer contribution / active EE | $921 | $3,063-69.9% | $4,628-80.1% | $2,078-55.7% |
| Participant deferral / active EE | $2,211 | $5,651-60.9% | $6,426-65.6% | $3,356-34.1% |
| Admin fee / account holder | $305 | $120+155.0% | $9,285-96.7% | $115+165.1% |