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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,094 |
KINNER & COMPANY, LTD1 year Service code 10 · EIN 46-0400356 | Accounting | $5,858 |
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 | $49,921 | $42,546+17.3% | $71,796-30.5% | $55,167-9.5% |
| Participation rate | 53.8% | 59.1%-5.3pp | 69.1%-15.3pp | 69.0%-15.2pp |
| Annual return | 8.42% | 12.36%-3.9pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $760 | $803-5.4% | $1,924-60.5% | $1,963-61.3% |
| Participant deferral / active EE | $1,525 | $2,064-26.1% | $2,794-45.4% | $3,054-50.1% |
| Admin fee / account holder | $211 | $650-67.5% | $4,815-95.6% | $504-58.1% |