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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC2 years Filed as: WF ADVISORS, LLC Service code 27 · EIN 56-0898180 | Advisory (Plan) | $7,795 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,423 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $65,917 | $42,548+54.9% | $74,549-11.6% | $56,287+17.1% |
| Participation rate | 20.5% | 60.5%-39.9pp | 69.1%-48.6pp | 69.9%-49.3pp |
| Annual return | -4.78% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $436 | $855-49.0% | $1,961-77.8% | $2,111-79.4% |
| Participant deferral / active EE | $773 | $2,277-66.1% | $3,108-75.1% | $3,350-76.9% |
| Admin fee / account holder | $674 | $467+44.2% | $5,059-86.7% | $521+29.3% |