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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,520 |
Service code 13 | Contract Administrator | $4,038 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,656 |
M2B RETIREMENT CONSULTING LLC5+ years Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD · WEXFORD, PA 15090 | Contract Administrator | $2,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,850 | $103,024-41.9% | $112,040-46.6% | $79,634-24.8% |
| Participation rate | 42.6% | 80.6%-37.9pp | 76.5%-33.9pp | 62.5%-19.9pp |
| Annual return | 20.73% | 17.60%+3.1pp | 24.52%-3.8pp | 36.46%-15.7pp |
| Employer contribution / active EE | $1,054 | $3,015-65.1% | $2,954-64.3% | $2,529-58.3% |
| Participant deferral / active EE | $2,848 | $5,233-45.6% | $5,098-44.1% | $3,835-25.7% |
| Admin fee / account holder | $312 | $465-33.0% | $12,098-97.4% | $1,002-68.9% |