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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $20,378 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $3,154 |
ABACUS RETIREMENT SOLUTIONS6 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,998 | $76,669-49.1% | $96,520-59.6% | $71,495-45.5% |
| Participation rate | 45.8% | 66.6%-20.8pp | 74.3%-28.6pp | 67.9%-22.2pp |
| Annual return | 16.64% | 48.29%-31.7pp | 35.72%-19.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $748 | $3,031-75.3% | $3,739-80.0% | $2,589-71.1% |
| Participant deferral / active EE | $2,259 | $3,771-40.1% | $4,879-53.7% | $4,291-47.3% |
| Admin fee / account holder | $524 | $2,028-74.2% | $6,733-92.2% | $1,588-67.0% |