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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,460 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,500 |
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.)
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 | $74,118 | $63,314+17.1% | $91,004-18.6% | $62,293+19.0% |
| Participation rate | 56.4% | 73.3%-16.9pp | 75.6%-19.2pp | 69.5%-13.1pp |
| Annual return | 17.49% | 21.00%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,090 | $1,807-39.7% | $2,456-55.6% | $2,042-46.6% |
| Participant deferral / active EE | $1,309 | $2,944-55.5% | $3,548-63.1% | $3,169-58.7% |
| Admin fee / account holder | $345 | $468-26.3% | $5,417-93.6% | $479-28.1% |