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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Filed as: BRYAN PENDLETON SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $19,440 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,727 |
AMERICAN FUNDS2+ years Filed as: ADVANCE CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $9,996 |
WOODWARD & ASSOCIATES, INC.2+ years Service code 10 · EIN 37-1378349 | Accounting | $9,851 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,576 | $37,044-36.4% | $71,796-67.2% | $57,658-59.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.4pp | 70.2%-3.6pp |
| Annual return | 6.61% | 12.64%-6.0pp | 78.04%-71.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $139 | $720-80.7% | $1,924-92.8% | $1,974-92.9% |
| Participant deferral / active EE | $1,608 | $1,974-18.6% | $2,794-42.5% | $3,061-47.5% |
| Admin fee / account holder | $169 | $101+67.0% | $4,815-96.5% | $95+78.3% |