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| Provider | Service type | Compensation |
|---|---|---|
EPLAN ADVISORS, LLC3 years Service code 17 · EIN 36-1543746 | Pension Consulting | $9,181 |
WELLS FARGO BANK, N.A.2 years Filed as: LAWRENCE MARIN - WELLS FARGO CLEARI Service code 61 750 S NEW HOPE RD · GASTONIA, NC 28054 | Finders' fees / placement fees | $6,843 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,642 | $89,652-66.9% | $141,191-79.0% | $65,185-54.5% |
| Participation rate | 49.7% | 74.7%-25.0pp | 82.5%-32.8pp | 70.2%-20.5pp |
| Annual return | 19.84% | 32.79%-13.0pp | 71.41%-51.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,023 | $3,065-66.6% | $4,736-78.4% | $2,177-53.0% |
| Participant deferral / active EE | $1,938 | $5,691-66.0% | $6,710-71.1% | $3,514-44.9% |
| Admin fee / account holder | $181 | $569-68.2% | $10,264-98.2% | $847-78.7% |