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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $16,688 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,686 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,346 | $99,957-43.6% | $149,730-62.4% | $73,493-23.3% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 15.88% | 53.87%-38.0pp | 276.70%-260.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $976 | $3,191-69.4% | $4,645-79.0% | $2,270-57.0% |
| Participant deferral / active EE | $5,021 | $6,073-17.3% | $6,843-26.6% | $3,740+34.3% |
| Admin fee / account holder | $199 | $551-64.0% | $9,310-97.9% | $513-61.3% |