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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: MARK J TOMEI WELLS FARGO CLEARING Service code 27 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94194 | Advisory (Plan) | $29,490 |
EPLAN ADVISORS, LLC2 years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $14,810 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,113 | $106,236-50.0% | $112,249-52.7% | $64,819-18.1% |
| Participation rate | 22.0% | 71.7%-49.7pp | 75.1%-53.1pp | 71.5%-49.5pp |
| Annual return | -13.97% | -6.02%-8.0pp | 27.48%-41.5pp | 32.84%-46.8pp |
| Employer contribution / active EE | $808 | $3,166-74.5% | $3,636-77.8% | $2,507-67.8% |
| Participant deferral / active EE | $1,645 | $3,785-56.5% | $4,729-65.2% | $4,311-61.8% |
| Admin fee / account holder | $419 | $452-7.2% | $6,412-93.5% | $188+123.0% |