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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 | Advisory (Plan) | $16,041 |
CORPORATE RETIREMENT SERVICES1+ years Service code 15 · EIN 22-3507738 | Recordkeeping | $14,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,382 | $39,859-81.5% | $78,676-90.6% | $57,658-87.2% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -0.94% | 18.96%-19.9pp | 62.19%-63.1pp | 5.13%-6.1pp |
| Employer contribution / active EE | $705 | $1,786-60.5% | $2,850-75.3% | $1,974-64.3% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $76 | $760% | $4,510-98.3% | $95-19.4% |