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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 15 · EIN 23-2384840 | Recordkeeping | $67,034 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $15,585 |
DMJ & CO., PLLC2 years Service code 15 · EIN 56-0570567 | Recordkeeping | $13,770 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $7,740 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,616 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 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 | $77,696 | $58,726+32.3% | $92,239-15.8% | $62,293+24.7% |
| Participation rate | 67.2% | 68.3%-1.1pp | 76.5%-9.3pp | 69.5%-2.3pp |
| Annual return | 16.16% | 43.62%-27.5pp | 176.29%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $798 | $2,392-66.6% | $3,680-78.3% | $2,042-60.9% |
| Participant deferral / active EE | $2,006 | $2,766-27.5% | $3,897-48.5% | $3,169-36.7% |
| Admin fee / account holder | $472 | $556-15.2% | $5,194-90.9% | $479-1.6% |