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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $8,151 |
WELLS FARGO BANK, N.A.1 year Filed as: LAWRENCE MARIN - WELLS FARGO CLEARI Service code 61 750 S NEW HOPE RD · GASTONIA, NC 28054 | Finders' fees / placement fees | $6,097 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,822 | $73,102-66.0% | $123,552-79.9% | $56,287-55.9% |
| Participation rate | 38.0% | 74.3%-36.3pp | 82.3%-44.3pp | 69.9%-31.9pp |
| Annual return | -4.65% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $812 | $2,977-72.7% | $4,628-82.5% | $2,111-61.6% |
| Participant deferral / active EE | $1,620 | $5,423-70.1% | $6,426-74.8% | $3,350-51.6% |
| Admin fee / account holder | $161 | $554-71.0% | $9,285-98.3% | $521-69.1% |