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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $105,213 |
SOUTH PARK ADVISORS1 year Filed as: SOUTH PARK ADVISORS, LLC Service code 34 · EIN 47-2508674 | Valuation (appraisals, etc.) | $6,500 |
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.
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 | $69,021 | $85,135-18.9% | $98,907-30.2% | $73,409-6.0% |
| Participation rate | 61.0% | 81.1%-20.1pp | 76.0%-15.0pp | 72.2%-11.2pp |
| Annual return | 7.48% | 19.14%-11.7pp | 196.43%-188.9pp | 59.29%-51.8pp |
| Employer contribution / active EE | $1,057 | $2,721-61.2% | $2,689-60.7% | $2,234-52.7% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $267 | $139+91.5% | $6,642-96.0% | $158+68.9% |