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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,873 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,596 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $13,191 |
Service code 15 · EIN 94-2456320 | Recordkeeping | $10,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,234 | $29,525+5.8% | $56,033-44.3% | $77,736-59.8% |
| Participation rate | 20.0% | 32.7%-12.7pp | 52.5%-32.5pp | 70.6%-50.6pp |
| Annual return | 10.32% | 18.90%-8.6pp | 1711.38%-1701.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $734 | $1,062-30.9% | $1,954-62.4% | $4,651-84.2% |
| Admin fee / account holder | $316 | $1,040-69.6% | $2,827-88.8% | $433-27.1% |