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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,643 |
YOUNT, HYDE & BARBOUR, P.C.3 years Service code 10 · EIN 54-1149263 | Accounting | $8,250 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $3,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,587 | $69,515-1.3% | $86,874-21.1% | $85,850-20.1% |
| Participation rate | 33.3% | 66.3%-33.0pp | 71.6%-38.3pp | 69.3%-36.0pp |
| Annual return | 32.88% | 20.12%+12.8pp | 63.52%-30.6pp | 318.53%-285.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $953 | $5,972-84.0% | $5,828-83.7% | $6,260-84.8% |