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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,289 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,308 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,967 |
CIUNI & PANICHI, INC.2 years Filed as: CIUNI & PANICHI INC. Service code 10 · EIN 34-1322309 | Accounting | $8,984 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,828 | $51,728-46.2% | $80,741-65.5% | $106,520-73.9% |
| Participation rate | 15.8% | 33.9%-18.1pp | 54.2%-38.4pp | 71.3%-55.5pp |
| Annual return | 27.82% | 32.29%-4.5pp | 87.30%-59.5pp | 19.28%+8.5pp |
| Employer contribution / active EE | $75 | $460-83.7% | $1,160-93.5% | $2,840-97.4% |
| Participant deferral / active EE | $522 | $1,076-51.5% | $2,145-75.7% | $4,948-89.4% |
| Admin fee / account holder | $85 | $80+6.2% | $3,380-97.5% | $75+14.5% |