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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $29,717 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $7,411 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $6,568 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,123 | $76,172-93.3% | $81,353-93.7% | $199,960-97.4% |
| Participation rate | 57.7% | 76.2%-18.5pp | 69.5%-11.8pp | 72.0%-14.3pp |
| Annual return | 9.87% | 15.59%-5.7pp | 24.82%-14.9pp | 34.28%-24.4pp |
| Employer contribution / active EE | $125 | $2,800-95.5% | $2,464-94.9% | $3,036-95.9% |
| Participant deferral / active EE | $668 | $4,200-84.1% | $3,885-82.8% | $5,087-86.9% |
| Admin fee / account holder | $24 | $146-83.6% | $5,766-99.6% | $269-91.1% |