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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,955 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,031 | $69,305-11.9% | $82,312-25.9% | $69,631-12.4% |
| Participation rate | 35.8% | 80.3%-44.5pp | 76.9%-41.1pp | 70.7%-34.9pp |
| Annual return | 17.18% | 21.47%-4.3pp | 25.88%-8.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,793 | $3,568-49.8% | $3,706-51.6% | $3,224-44.4% |
| Admin fee / account holder | $312 | $97+220.8% | $5,608-94.4% | $110+182.3% |