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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $90,041 |
CAPSOUTH PARTNERS1 year Filed as: CAPSOUTH PARTNERS, INC. Service code 16 · EIN 01-0647966 | Consulting | $26,770 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD COOPER & GALE Service code 26 · EIN 63-0864426 | Advisory (Participants) | $13,863 |
Filed as: ADMINISTRATIV FIDUCIARY SERVICES Service code 49 · EIN 46-2919997 | Other Services | $12,533 |
RSM US LLP1 year Service code 11 · EIN 41-1944416 | Actuarial | $10,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,009 | $105,190-31.5% | $98,920-27.2% | $90,274-20.2% |
| Participation rate | 24.0% | 86.4%-62.4pp | 76.0%-52.1pp | 73.4%-49.4pp |
| Annual return | 10.95% | 18.52%-7.6pp | 196.47%-185.5pp | 53.97%-43.0pp |
| Employer contribution / active EE | $49 | $3,831-98.7% | $2,689-98.2% | $2,523-98.1% |
| Participant deferral / active EE | $645 | $5,616-88.5% | $4,245-84.8% | $4,231-84.7% |
| Admin fee / account holder | $142 | $97+46.4% | $6,643-97.9% | $114+24.9% |