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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,563 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 34-1542819 | Accounting | $12,292 |
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.
Annual investment return 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 | $34,168 | $37,044-7.8% | $71,796-52.4% | $57,658-40.7% |
| Participation rate | 27.8% | 61.1%-33.3pp | 69.1%-41.3pp | 70.2%-42.4pp |
| Annual return | 5.52% | 12.64%-7.1pp | 78.04%-72.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $606 | $1,974-69.3% | $2,794-78.3% | $3,061-80.2% |
| Admin fee / account holder | $198 | $101+96.1% | $4,815-95.9% | $95+109.3% |