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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,620 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC Service code 15 · EIN 62-1868111 | Recordkeeping | $21,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,522 | $72,770-53.9% | $67,653-50.5% | $55,191-39.3% |
| Participation rate | 64.6% | 78.8%-14.2pp | 75.7%-11.1pp | 69.2%-4.6pp |
| Annual return | 1.46% | -3.26%+4.7pp | 6625.22%-6623.8pp | 10.78%-9.3pp |
| Employer contribution / active EE | $531 | $1,769-70.0% | $2,266-76.6% | $1,899-72.1% |
| Participant deferral / active EE | $1,484 | $3,408-56.5% | $3,560-58.3% | $3,046-51.3% |
| Admin fee / account holder | $99 | $79+26.1% | $4,821-97.9% | $91+9.5% |