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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,394 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $5,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,650 | $73,404-66.4% | $87,100-71.7% | $67,579-63.5% |
| Participation rate | 65.8% | 80.9%-15.0pp | 76.9%-11.0pp | 71.3%-5.5pp |
| Annual return | 18.86% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $203 | $2,014-89.9% | $2,521-91.9% | $2,148-90.5% |
| Participant deferral / active EE | $1,939 | $3,913-50.5% | $4,049-52.1% | $3,539-45.2% |
| Admin fee / account holder | $23 | $142-84.0% | $7,497-99.7% | $142-84.1% |