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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $54,938 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $49,935 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,548 | $93,773-80.2% | $125,363-85.2% | $78,044-76.2% |
| Participation rate | 68.6% | 75.6%-7.0pp | 82.4%-13.8pp | 74.4%-5.9pp |
| Annual return | 18.24% | 277.78%-259.5pp | 572.15%-553.9pp | 10.87%+7.4pp |
| Employer contribution / active EE | $1,585 | $3,678-56.9% | $4,815-67.1% | $3,125-49.3% |
| Participant deferral / active EE | $3,326 | $6,971-52.3% | $7,447-55.3% | $5,084-34.6% |
| Admin fee / account holder | $89 | $67+32.6% | $10,005-99.1% | $79+12.5% |