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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $115,653 |
Filed as: MANSPERGER PATTERSON & MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $7,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,151 | $55,516-65.5% | $75,784-74.7% | $59,188-67.6% |
| Participation rate | 96.1% | 73.6%+22.5pp | 75.8%+20.3pp | 69.4%+26.7pp |
| Annual return | -0.48% | -1.89%+1.4pp | 9.68%-10.2pp | 5.51%-6.0pp |
| Employer contribution / active EE | $1,096 | $2,604-57.9% | $3,323-67.0% | $2,098-47.8% |
| Participant deferral / active EE | $2,627 | $2,599+1.1% | $3,652-28.1% | $3,265-19.5% |
| Admin fee / account holder | $75 | $110-32.1% | $5,300-98.6% | $92-19.1% |