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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,666 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $24,483 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,089 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,978 | $99,168-74.8% | $96,576-74.1% | $74,440-66.4% |
| Participation rate | 81.1% | 80.7%+0.4pp | 76.0%+5.1pp | 70.7%+10.3pp |
| Annual return | 16.78% | 22.40%-5.6pp | 25.87%-9.1pp | 34.37%-17.6pp |
| Employer contribution / active EE | $761 | $2,570-70.4% | $2,965-74.3% | $2,638-71.2% |
| Participant deferral / active EE | $3,223 | $4,936-34.7% | $4,851-33.6% | $4,529-28.8% |
| Admin fee / account holder | $129 | $225-42.4% | $8,253-98.4% | $348-62.8% |