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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE3 years Service code 99 · EIN 13-4144565 | Other Fees | $29,765 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $28,338 |
Filed as: VRIAC Service code 26 · EIN 71-0194708 | Advisory (Participants) | $3,710 |
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,462 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 99 · EIN 47-2079321 | Other Fees | $1,375 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,504 | $64,286-74.3% | $90,970-81.9% | $73,412-77.5% |
| Participation rate | 84.7% | 63.6%+21.1pp | 69.0%+15.7pp | 72.2%+12.5pp |
| Annual return | 12.26% | 21.46%-9.2pp | 134.60%-122.3pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,150 | $895+28.5% | $2,122-45.8% | $2,234-48.5% |
| Participant deferral / active EE | $2,850 | $2,453+16.2% | $3,373-15.5% | $3,806-25.1% |
| Admin fee / account holder | $52 | $287-82.1% | $5,961-99.1% | $158-67.4% |