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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $8,716 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,661 |
DEFINITI LLC1 year Service code 13 | Contract Administrator | $2,425 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,690 | $82,979-61.8% | $102,383-69.0% | $77,714-59.2% |
| Participation rate | 43.1% | 71.5%-28.4pp | 74.5%-31.4pp | 70.6%-27.5pp |
| Annual return | 132.33% | 19.11%+113.2pp | 24.94%+107.4pp | 31.26%+101.1pp |
| Employer contribution / active EE | $1,281 | $3,554-64.0% | $3,870-66.9% | $2,727-53.0% |
| Participant deferral / active EE | $1,688 | $4,109-58.9% | $5,060-66.6% | $4,649-63.7% |
| Admin fee / account holder | $117 | $639-81.7% | $8,391-98.6% | $433-73.0% |