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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,541 |
VIRGINIA CAPITAL STRATEGIES3+ years Service code 27 · EIN 30-0536979 | Advisory (Plan) | $17,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,506 | $48,064-49.0% | $78,778-68.9% | $69,631-64.8% |
| Participation rate | 48.2% | 61.6%-13.4pp | 69.2%-21.0pp | 70.7%-22.5pp |
| Annual return | 11.58% | 21.81%-10.2pp | 35.62%-24.0pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,015 | $2,079-51.2% | $2,958-65.7% | $3,224-68.5% |
| Admin fee / account holder | $164 | $152+7.8% | $5,134-96.8% | $110+48.3% |