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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $448,761 |
MAZURSKY CONSTANTINE LLC1+ years Filed as: MAZURSKY & CONSTANTINE LLC Service code 29 · EIN 27-3547321 | Legal | $159,751 |
PEOPLESOURCE CONNECTION1+ years Service code 16 · EIN 58-2361916 | Consulting | $40,998 |
FRAZIER & DEETER, LLC1+ years Filed as: FRAZIER DEETER Service code 10 · EIN 58-1433845 | Accounting | $31,500 |
IRA GROUP1+ years Filed as: IRA GROUP, INC Service code 16 · EIN 58-1989031 | Consulting | $27,931 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,682 | $71,505-55.7% | $123,553-74.4% | $73,367-56.8% |
| Participation rate | 6.9% | 64.9%-58.0pp | 82.3%-75.4pp | 69.5%-62.5pp |
| Annual return | 0.00% | 6.94%-6.9pp | 119.21%-119.2pp | 173.45%-173.5pp |
| Employer contribution / active EE | $18 | $2,011-99.1% | $4,628-99.6% | $2,499-99.3% |
| Participant deferral / active EE | $151 | $4,928-96.9% | $6,426-97.7% | $4,033-96.3% |
| Admin fee / account holder | $51 | $66-22.3% | $9,284-99.4% | $68-25.1% |