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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,575 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Other fees | $1,175 |
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.
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,745 | $47,078-38.9% | $100,671-71.4% | $55,191-47.9% |
| Participation rate | 15.1% | 58.0%-43.0pp | 70.7%-55.7pp | 69.2%-54.1pp |
| Annual return | -2.22% | 0.65%-2.9pp | 20.43%-22.6pp | 10.78%-13.0pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $259 | $2,038-87.3% | $3,144-91.8% | $3,046-91.5% |
| Admin fee / account holder | $24 | $153-84.2% | $4,850-99.5% | $91-73.3% |