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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,197 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,004 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,019 | $84,936+13.0% | $111,303-13.7% | $79,393+20.9% |
| Participation rate | 52.7% | 75.9%-23.2pp | 77.3%-24.7pp | 70.7%-18.1pp |
| Annual return | 13.84% | 17.45%-3.6pp | 54.66%-40.8pp | 116.87%-103.0pp |
| Employer contribution / active EE | $566 | $1,979-71.4% | $2,731-79.3% | $2,428-76.7% |
| Participant deferral / active EE | $3,428 | $3,888-11.8% | $4,487-23.6% | $4,046-15.3% |
| Admin fee / account holder | $241 | $537-55.1% | $7,966-97.0% | $627-61.5% |