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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $28,873 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,627 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST COMPANY Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,277 | $88,087+32.0% | $164,866-29.5% | $74,546+56.0% |
| Participation rate | 68.3% | 73.1%-4.8pp | 78.6%-10.3pp | 67.2%+1.1pp |
| Annual return | 15.42% | 17.27%-1.8pp | 69.97%-54.5pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,246 | $2,595-13.5% | $4,343-48.3% | $2,624-14.4% |
| Participant deferral / active EE | $7,616 | $4,499+69.3% | $6,033+26.2% | $4,347+75.2% |
| Admin fee / account holder | $282 | $2,232-87.4% | $12,689-97.8% | $1,944-85.5% |