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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $29,820 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,704 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,207 | $62,624+40.9% | $177,989-50.4% | $77,643+13.6% |
| Participation rate | 26.8% | 66.8%-40.0pp | 77.1%-50.3pp | 70.6%-43.8pp |
| Annual return | 9.62% | 16.16%-6.5pp | 294.48%-284.9pp | 31.24%-21.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,871 | $4,219-55.7% | $6,276-70.2% | $4,647-59.7% |
| Admin fee / account holder | $545 | $386+41.2% | $10,363-94.7% | $430+26.6% |