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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 | $88,186+31.9% | $165,071-29.6% | $74,459+56.2% |
| Participation rate | 68.3% | 73.1%-4.9pp | 78.6%-10.4pp | 67.2%+1.0pp |
| Annual return | 15.42% | 17.13%-1.7pp | 70.17%-54.7pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $2,246 | $2,600-13.6% | $4,347-48.3% | $2,626-14.5% |
| Participant deferral / active EE | $7,616 | $4,505+69.1% | $6,035+26.2% | $4,350+75.1% |
| Admin fee / account holder | $282 | $2,234-87.4% | $12,695-97.8% | $1,945-85.5% |