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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 48-1305000 | Advisory (Participants) | $10,968 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Participant communication; Contract A... | $6,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,631 | $29,733-0.3% | $56,025-47.1% | $80,959-63.4% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 13.86% | 35.28%-21.4pp | 1712.69%-1698.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,991 | $672+345.3% | $1,042+187.2% | $2,757+8.5% |
| Participant deferral / active EE | $4,833 | $1,229+293.1% | $1,955+147.3% | $4,300+12.4% |
| Admin fee / account holder | $209 | $2,434-91.4% | $2,828-92.6% | $6,925-97.0% |