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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,478 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $20,713 |
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).
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 | $14,430 | $44,764-67.8% | $68,794-79.0% | $64,814-77.7% |
| Participation rate | 87.8% | 64.8%+23.0pp | 69.0%+18.8pp | 71.5%+16.3pp |
| Annual return | -10.32% | -10.91%+0.6pp | -6.37%-3.9pp | 32.84%-43.2pp |
| Employer contribution / active EE | $1,368 | $1,775-23.0% | $2,656-48.5% | $2,507-45.4% |
| Participant deferral / active EE | $3,626 | $3,238+12.0% | $3,941-8.0% | $4,310-15.9% |
| Admin fee / account holder | $108 | $151-28.5% | $4,934-97.8% | $188-42.4% |