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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $13,911 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $13,910 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $3,298 |
ABACUS RETIREMENT SOLUTIONS7 years Service code 37 · EIN 43-1954512 STE 1060 · ALBUQUERQUE, NM 87102 | Loan Processing | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,375 | $80,724-40.1% | $103,333-53.2% | $74,495-35.1% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 13.26% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $625 | $3,157-80.2% | $3,868-83.8% | $2,623-76.2% |
| Participant deferral / active EE | $2,126 | $3,860-44.9% | $5,057-58.0% | $4,346-51.1% |
| Admin fee / account holder | $661 | $2,368-72.1% | $8,355-92.1% | $1,942-65.9% |