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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,678 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,140 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 36-4019175 | Pension Consulting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,683 | $86,338-52.9% | $91,994-55.8% | $77,775-47.7% |
| Participation rate | 81.9% | 82.9%-1.0pp | 78.6%+3.3pp | 73.2%+8.7pp |
| Annual return | 23.60% | 29.65%-6.0pp | 69.04%-45.4pp | 32.58%-9.0pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,453-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,708 | $6,908-46.3% | $5,924-37.4% | $3,966-6.5% |
| Admin fee / account holder | $104 | $79+31.2% | $7,744-98.7% | $100+4.0% |