Filed May 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 26 · EIN 34-1542819 | Advisory (Participants) | $11,167 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,055 | $50,498-4.8% | $75,781-36.6% | $55,191-12.9% |
| Participation rate | 47.9% | 69.4%-21.5pp | 75.8%-27.9pp | 69.2%-21.3pp |
| Annual return | -2.37% | 1.80%-4.2pp | 9.68%-12.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $513 | $2,291-77.6% | $3,323-84.6% | $1,899-73.0% |
| Participant deferral / active EE | $2,336 | $2,589-9.8% | $3,651-36.0% | $3,046-23.3% |
| Admin fee / account holder | $64 | $123-47.9% | $5,299-98.8% | $91-29.4% |