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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $22,000 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,894 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,209 | $72,639+33.8% | $90,766+7.1% | $66,949+45.2% |
| Participation rate | 46.1% | 73.7%-27.6pp | 75.7%-29.6pp | 69.8%-23.7pp |
| Annual return | -17.26% | -12.28%-5.0pp | -12.16%-5.1pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,424 | $2,369-39.9% | $2,922-51.3% | $2,545-44.0% |
| Participant deferral / active EE | $1,750 | $3,979-56.0% | $4,565-61.7% | $4,239-58.7% |
| Admin fee / account holder | $509 | $708-28.0% | $8,446-94.0% | $594-14.2% |