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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,343 |
VIRGINIA CAPITAL STRATEGIES1+ years Service code 27 · EIN 30-0536979 | Advisory (Plan) | $15,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,379 | $33,745-36.6% | $64,105-66.7% | $55,191-61.3% |
| Participation rate | 42.9% | 59.4%-16.4pp | 68.2%-25.2pp | 69.2%-26.2pp |
| Annual return | -2.26% | 4.95%-7.2pp | 791.24%-793.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $826 | $1,929-57.2% | $2,822-70.7% | $3,046-72.9% |
| Admin fee / account holder | $157 | $94+66.7% | $4,499-96.5% | $91+73.2% |