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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,330 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,892 |
Service code 10 · EIN 74-2442139 | Accounting | $9,500 |
GF VALDEZ, P.C.1 year Service code 10 · EIN 20-0842060 | Accounting | $6,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $32,377 | $81,474-60.3% | $133,971-75.8% | $73,493-55.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 4.54% | 19.40%-14.9pp | 45.09%-40.6pp | 28.51%-24.0pp |
| Employer contribution / active EE | $1,177 | $2,209-46.7% | $3,919-70.0% | $2,270-48.2% |
| Participant deferral / active EE | $2,758 | $3,786-27.2% | $5,047-45.4% | $3,740-26.3% |
| Admin fee / account holder | $326 | $713-54.3% | $8,929-96.3% | $513-36.5% |