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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $134,070 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,992 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,629 | $86,225+43.4% | $146,685-15.7% | $86,813+42.4% |
| Participation rate | 54.1% | 78.0%-23.9pp | 80.1%-26.0pp | 72.3%-18.2pp |
| Annual return | 12.90% | 31.23%-18.3pp | 22.75%-9.8pp | 97.93%-85.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,137-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,718 | $4,245+11.1% | $5,507-14.3% | $4,131+14.2% |
| Admin fee / account holder | $316 | $195+61.9% | $10,281-96.9% | $170+86.4% |