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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $18,832 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,467 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,265 | $73,638-53.5% | $95,956-64.3% | $73,493-53.4% |
| Participation rate | 82.9% | 76.2%+6.7pp | 77.1%+5.8pp | 70.7%+12.2pp |
| Annual return | 13.47% | 16.78%-3.3pp | 91.63%-78.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,965 | $3,617-45.7% | $4,167-52.8% | $3,740-47.5% |
| Admin fee / account holder | $233 | $482-51.6% | $6,797-96.6% | $513-54.6% |