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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,050,492 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 · EIN 58-1269995 | Legal | $77,576 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $23,500 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $18,742 |
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.
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 | $22,549 | $96,540-76.6% | $67,313-66.5% | $73,367-69.3% |
| Participation rate | 17.6% | 65.8%-48.2pp | 69.1%-51.5pp | 69.5%-51.9pp |
| Annual return | -5.02% | -4.11%-0.9pp | -4.08%-0.9pp | 173.45%-178.5pp |
| Employer contribution / active EE | $138 | $4,087-96.6% | $2,566-94.6% | $2,499-94.5% |
| Participant deferral / active EE | $441 | $3,965-88.9% | $3,568-87.7% | $4,033-89.1% |
| Admin fee / account holder | $71 | $100-28.7% | $4,507-98.4% | $68+4.0% |