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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,396 |
GATE KEY FINANCIAL1 year Service code 27 · EIN 84-2844531 | Advisory (Plan) | $3,877 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,741 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,935 | $81,474+63.2% | $133,959-0.8% | $73,493+80.9% |
| Participation rate | 27.7% | 76.4%-48.7pp | 79.8%-52.1pp | 70.7%-43.0pp |
| Annual return | 19.07% | 19.40%-0.3pp | 45.09%-26.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $769 | $2,209-65.2% | $3,919-80.4% | $2,270-66.1% |
| Participant deferral / active EE | $1,829 | $3,786-51.7% | $5,047-63.8% | $3,740-51.1% |
| Admin fee / account holder | $36 | $713-94.9% | $8,928-99.6% | $513-92.9% |