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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $139,404 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $49,989 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $17,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,316 | $122,128-58.8% | $147,080-65.8% | $199,960-74.8% |
| Participation rate | 27.5% | 78.2%-50.7pp | 82.2%-54.7pp | 72.0%-44.5pp |
| Annual return | 21.50% | 30.58%-9.1pp | 420.17%-398.7pp | 34.28%-12.8pp |
| Employer contribution / active EE | $286 | $4,093-93.0% | $4,933-94.2% | $3,036-90.6% |
| Participant deferral / active EE | $3,871 | $8,484-54.4% | $8,066-52.0% | $5,087-23.9% |
| Admin fee / account holder | $102 | $180-43.4% | $12,989-99.2% | $269-62.3% |