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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,754 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,616 |
MY BENEFITS, LLC2 years Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,885 | $73,638-13.2% | $95,964-33.4% | $73,497-13.1% |
| Participation rate | 71.7% | 76.2%-4.4pp | 77.1%-5.3pp | 70.7%+1.1pp |
| Annual return | 17.24% | 16.78%+0.5pp | 91.64%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,682 | $1,863+43.9% | $2,541+5.5% | $2,270+18.1% |
| Participant deferral / active EE | $4,172 | $3,617+15.4% | $4,167+0.1% | $3,740+11.6% |
| Admin fee / account holder | $435 | $482-9.8% | $6,797-93.6% | $513-15.3% |