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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,506 |
SWEENEY CONRAD, P.S.2+ years Service code 10 · EIN 41-0746749 | Accounting | $6,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,896 | $23,385-14.9% | $69,182-71.2% | $57,658-65.5% |
| Participation rate | 11.7% | 37.9%-26.2pp | 55.1%-43.4pp | 70.2%-58.5pp |
| Annual return | 8.56% | -659.34%+667.9pp | -21.93%+30.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1 | $422-99.7% | $1,206-99.9% | $1,974-99.9% |
| Participant deferral / active EE | $300 | $843-64.4% | $1,897-84.2% | $3,061-90.2% |
| Admin fee / account holder | $206 | $82+150.8% | $2,697-92.4% | $95+117.9% |