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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 1N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Advisory (Participants) | $55,887 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,413 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $13,120 |
CORPORATE FINANCIAL SERVICES, LLC10+ years Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Participant communication; Participan... | $8,434 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,889 | $89,465+4.9% | $165,100-43.1% | $77,762+20.7% |
| Participation rate | 49.3% | 78.6%-29.4pp | 78.6%-29.4pp | 70.6%-21.3pp |
| Annual return | 11.77% | 28.86%-17.1pp | 70.21%-58.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,298 | $2,565-49.4% | $4,348-70.1% | $2,728-52.4% |
| Participant deferral / active EE | $2,312 | $4,904-52.9% | $6,035-61.7% | $4,651-50.3% |
| Admin fee / account holder | $55 | $340-83.7% | $12,696-99.6% | $433-87.2% |