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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE TRUST Service code 12 · EIN 62-0951563 | Investment management; Contract Admin... | $109,850 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INVESTMENTS, LLC Service code 16 1 NORTH JEFFERSON · ST. LOUIS, MO 63103 | Consulting | $64,177 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,300 | $287,456-77.6% | $170,435-62.3% | - |
| Participation rate | 100.0% | 60.6%+39.4pp | 83.6%+16.4pp | - |
| Annual return | 19.27% | 6.06%+13.2pp | 205.94%-186.7pp | - |
| Employer contribution / active EE | $2,067 | $2,242-7.8% | $5,432-62.0% | - |
| Participant deferral / active EE | $1,661 | $2,113-21.4% | $4,939-66.4% | - |
| Admin fee / account holder | $316 | $39,812-99.2% | $13,881-97.7% | - |