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| Provider | Service type | Compensation |
|---|---|---|
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $15,336 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 10100 INNOVATION DR. · MIAMISBURG, OH 45342 | Advisory (Plan) | $12,203 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,961 | $84,499-89.4% | $125,391-92.9% | $66,949-86.6% |
| Participation rate | 59.4% | 76.4%-17.0pp | 82.4%-23.0pp | 69.8%-10.4pp |
| Annual return | -17.19% | -8.49%-8.7pp | 572.41%-589.6pp | 1.57%-18.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,944 | $6,785-41.9% | $7,448-47.0% | $4,239-7.0% |
| Admin fee / account holder | $141 | $685-79.4% | $10,009-98.6% | $594-76.2% |