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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S. TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Other Commissions | $96,743 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $6,675 |
QUALIFIED PLANS, LLC1 year Service code 13 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $1,125 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $430 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $238 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $175 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,169 | $42,582-62.0% | $171,082-90.5% | $57,658-72.0% |
| Participation rate | 26.4% | 63.9%-37.5pp | 76.7%-50.3pp | 70.2%-43.8pp |
| Annual return | 16.01% | 308.67%-292.7pp | 32.56%-16.5pp | 5.13%+10.9pp |
| Employer contribution / active EE | $730 | $1,306-44.1% | $4,002-81.8% | $1,974-63.0% |
| Participant deferral / active EE | $1,158 | $2,933-60.5% | $4,797-75.9% | $3,061-62.2% |
| Admin fee / account holder | -$18 | $82-121.3% | $8,520-100.2% | $95-118.5% |