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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,260 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Other fees; Securities brokerage | $519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,204 | $39,245-28.1% | $64,105-56.0% | $52,331-46.1% |
| Participation rate | 48.0% | 58.2%-10.2pp | 68.2%-20.2pp | 68.1%-20.1pp |
| Annual return | 1.55% | 14.79%-13.2pp | 791.24%-789.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $172 | $736-76.6% | $1,820-90.5% | $1,882-90.9% |
| Participant deferral / active EE | $1,959 | $1,992-1.7% | $2,822-30.6% | $3,022-35.2% |
| Admin fee / account holder | $13 | $592-97.9% | $4,499-99.7% | $592-97.8% |