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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 | $101,653-46.9% | $147,080-63.3% | $74,459-27.5% |
| Participation rate | 37.6% | 75.6%-37.9pp | 82.2%-44.6pp | 67.2%-29.6pp |
| Annual return | 12.04% | 8754.98%-8742.9pp | 420.17%-408.1pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,602 | $3,813-58.0% | $4,933-67.5% | $2,626-39.0% |
| Participant deferral / active EE | $5,499 | $7,304-24.7% | $8,066-31.8% | $4,350+26.4% |
| Admin fee / account holder | $343 | $1,752-80.4% | $12,989-97.4% | $1,945-82.4% |