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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,401 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,868 |
THE PENSION DESIGN GROUP5+ years Service code 15 · EIN 46-2028188 | Recordkeeping | $10,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,981 | $101,539-46.8% | $147,041-63.3% | $74,400-27.4% |
| Participation rate | 37.6% | 75.5%-37.9pp | 82.2%-44.6pp | 67.2%-29.6pp |
| Annual return | 12.04% | 8740.84%-8728.8pp | 419.21%-407.2pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $1,602 | $3,811-58.0% | $4,935-67.5% | $2,624-39.0% |
| Participant deferral / active EE | $5,499 | $7,304-24.7% | $8,071-31.9% | $4,348+26.5% |
| Admin fee / account holder | $343 | $1,749-80.4% | $13,006-97.4% | $1,944-82.3% |