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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $38,192 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $24,273 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,892 | $106,028-71.8% | $146,958-79.7% | $77,643-61.5% |
| Participation rate | 58.6% | 78.4%-19.8pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 24.24% | 56.73%-32.5pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $1,568 | $4,063-61.4% | $4,933-68.2% | $2,726-42.5% |
| Participant deferral / active EE | $3,012 | $7,990-62.3% | $8,070-62.7% | $4,647-35.2% |
| Admin fee / account holder | $118 | $337-65.0% | $12,998-99.1% | $430-72.6% |