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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $128,434 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 31-3400834 | Accounting | $32,338 |
CAPSOUTH PARTNERS1+ years Filed as: CAPSOUTH INVESTMENT AND WEALTH MGMT Service code 16 · EIN 01-0647966 | Consulting | $27,400 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,673 | $90,410-38.4% | $91,004-38.8% | $77,958-28.6% |
| Participation rate | 28.3% | 86.4%-58.1pp | 75.6%-47.3pp | 71.6%-43.3pp |
| Annual return | 14.36% | 21.34%-7.0pp | 4.60%+9.8pp | 20.87%-6.5pp |
| Employer contribution / active EE | $61 | $3,392-98.2% | $2,456-97.5% | $2,310-97.3% |
| Participant deferral / active EE | $762 | $4,816-84.2% | $3,548-78.5% | $3,537-78.4% |
| Admin fee / account holder | $133 | $79+67.9% | $5,417-97.6% | $97+36.1% |