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| Provider | Service type | Compensation |
|---|---|---|
GWLM, LLP1 year Service code 10 · EIN 52-2334868 | Accounting | $15,750 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $11,027 |
CAPTIAL BANK AND TRUST2 years Service code 13 · EIN 95-6817943 | Contract Administrator | $1,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,591 | $52,961-44.1% | $172,752-82.9% | $65,185-54.6% |
| Participation rate | 39.3% | 66.2%-26.9pp | 82.6%-43.3pp | 70.2%-30.9pp |
| Annual return | 22.91% | 30.12%-7.2pp | 802.97%-780.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,054 | $2,190-51.9% | $5,144-79.5% | $2,177-51.6% |
| Participant deferral / active EE | $1,987 | $2,471-19.6% | $5,198-61.8% | $3,514-43.4% |
| Admin fee / account holder | $280 | $472-40.6% | $13,955-98.0% | $847-66.9% |