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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TYRON ST 11TH FL · CHARLOTTE, NC 28288 | Advisory (Plan) | $30,490 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,961 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,517 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 13 · EIN 26-1570786 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,283 | $37,039-47.9% | $147,617-86.9% | $59,188-67.4% |
| Participation rate | 18.0% | 63.8%-45.8pp | 84.6%-66.6pp | 69.4%-51.4pp |
| Annual return | -0.27% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $117 | $1,353-91.3% | $5,564-97.9% | $2,098-94.4% |
| Participant deferral / active EE | $541 | $2,094-74.1% | $4,895-88.9% | $3,265-83.4% |
| Admin fee / account holder | $24 | $60-59.4% | $11,612-99.8% | $92-73.5% |