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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $577,748 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,549 |
VENABLE LLP2 years Service code 29 · EIN 52-0517250 | Legal | $5,450 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,657 | $53,684-76.4% | $170,435-92.6% | $80,976-84.4% |
| Participation rate | 64.9% | 69.2%-4.3pp | 83.6%-18.7pp | 68.3%-3.4pp |
| Annual return | 17.99% | 25.97%-8.0pp | 205.94%-187.9pp | 22.91%-4.9pp |
| Employer contribution / active EE | $382 | $1,642-76.8% | $5,432-93.0% | $2,402-84.1% |
| Participant deferral / active EE | $1,017 | $3,017-66.3% | $4,939-79.4% | $3,848-73.6% |
| Admin fee / account holder | $59 | $46+27.3% | $13,881-99.6% | $67-12.5% |