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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $908,425 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $113,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,359 | $38,510-5.6% | $74,550-51.2% | $73,367-50.4% |
| Participation rate | 30.7% | 53.5%-22.8pp | 69.1%-38.4pp | 69.5%-38.7pp |
| Annual return | -6.16% | -0.94%-5.2pp | 32.53%-38.7pp | 173.45%-179.6pp |
| Employer contribution / active EE | $383 | $774-50.5% | $1,961-80.5% | $2,499-84.7% |
| Participant deferral / active EE | $1,132 | $1,421-20.3% | $3,108-63.6% | $4,033-71.9% |
| Admin fee / account holder | $76 | $52+46.2% | $5,060-98.5% | $68+11.0% |