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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $293,800 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,275 | $31,994-83.5% | $74,583-92.9% | $65,292-91.9% |
| Participation rate | 63.9% | 38.6%+25.3pp | 68.1%-4.2pp | 72.4%-8.5pp |
| Annual return | 9.25% | 18.54%-9.3pp | 20.47%-11.2pp | 11.84%-2.6pp |
| Employer contribution / active EE | $38 | $793-95.2% | $2,525-98.5% | $2,302-98.3% |
| Participant deferral / active EE | $1,770 | $1,345+31.6% | $3,458-48.8% | $3,579-50.5% |
| Admin fee / account holder | $83 | $74+12.6% | $4,138-98.0% | $57+45.5% |