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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,837 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO Service code 27 · EIN 43-0538770 | Advisory (Plan) | $5,484 |
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 | $119,456 | $54,573+118.9% | $90,970+31.3% | $73,493+62.5% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.0%-4.2pp | 70.7%-5.9pp |
| Annual return | 14.21% | 16.69%-2.5pp | 134.58%-120.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $990 | $991-0.1% | $2,122-53.3% | $2,270-56.4% |
| Participant deferral / active EE | $4,298 | $2,517+70.8% | $3,373+27.4% | $3,740+14.9% |
| Admin fee / account holder | $395 | $521-24.2% | $5,960-93.4% | $513-23.0% |