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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $197,913 |
Service code 27 · EIN 26-1370206 | Advisory (Plan) | $23,883 |
UHY LLP5+ years Service code 10 · EIN 20-0694403 | Accounting | $23,000 |
BKS RETIREMENT SERVICES1 year Service code 16 · EIN 84-1921272 | Consulting | $8,257 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,896 | $121,004-86.0% | $69,483-75.7% | $89,609-81.1% |
| Participation rate | 17.4% | 66.9%-49.5pp | 74.6%-57.2pp | 69.6%-52.2pp |
| Annual return | 22.61% | 20.21%+2.4pp | 28.99%-6.4pp | 33.65%-11.0pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $304 | $4,335-93.0% | $3,537-91.4% | $4,222-92.8% |
| Admin fee / account holder | $71 | $32+122.3% | $3,841-98.2% | $72-1.1% |