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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,182 |
Service code 27 · EIN 47-1566880 | Advisory (Plan) | $12,937 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,829 | $48,406-48.7% | $104,639-76.3% | $90,274-72.5% |
| Participation rate | 63.0% | 64.3%-1.2pp | 74.1%-11.0pp | 73.4%-10.3pp |
| Annual return | 13.96% | 18.72%-4.8pp | 340.67%-326.7pp | 53.97%-40.0pp |
| Employer contribution / active EE | $218 | $1,115-80.4% | $2,682-91.9% | $2,523-91.4% |
| Participant deferral / active EE | $1,199 | $2,436-50.8% | $3,738-67.9% | $4,231-71.7% |
| Admin fee / account holder | $81 | $76+7.1% | $6,465-98.7% | $114-28.8% |