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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 | Recordkeeping fees; Consulting (pensi... | $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 | $29,667-0.1% | $56,441-47.5% | $80,874-63.4% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 13.86% | 35.22%-21.4pp | 1704.21%-1690.4pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,991 | $669+346.9% | $1,039+187.9% | $2,756+8.6% |
| Participant deferral / active EE | $4,833 | $1,227+294.0% | $1,953+147.5% | $4,297+12.5% |
| Admin fee / account holder | $209 | $2,429-91.4% | $2,829-92.6% | $6,935-97.0% |