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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,807 |
MCDANIEL & ASSOCIATES, PC1+ years Filed as: MCDANIEL & ASSOCIATES Service code 27 · EIN 63-0921974 | Advisory (Plan) | $8,409 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,175 | $56,197-78.3% | $67,652-82.0% | $59,633-79.6% |
| Participation rate | 97.9% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | -3.33% | 18508.10%-18511.4pp | 6625.40%-6628.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,388 | $2,844-51.2% | $3,560-61.0% | $3,192-56.5% |
| Admin fee / account holder | $217 | $3,958-94.5% | $4,821-95.5% | $4,297-94.9% |