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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,002 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 49 · EIN 54-0910269 | Other Services | $15,986 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,489 | $91,439-53.5% | $135,974-68.8% | $71,511-40.6% |
| Participation rate | 62.8% | 75.7%-12.8pp | 81.9%-19.1pp | 67.9%-5.1pp |
| Annual return | 16.94% | 29.90%-13.0pp | 68.30%-51.4pp | 28.86%-11.9pp |
| Employer contribution / active EE | $3 | $3,705-99.9% | $4,859-99.9% | $2,589-99.9% |
| Participant deferral / active EE | $3,618 | $7,093-49.0% | $7,760-53.4% | $4,291-15.7% |
| Admin fee / account holder | $248 | $1,267-80.4% | $10,767-97.7% | $1,588-84.4% |