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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST, 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $8,614 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,655 |
UNITED RETIREMENT INC5+ years Filed as: UNITED RETIREMENT INC. Service code 13 | Contract Administrator | $2,476 |
UNITED RETIREMENT INC3 years Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $0 |
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.
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 | $18,898 | $54,121-65.1% | $134,162-85.9% | $73,412-74.3% |
| Participation rate | 25.7% | 64.4%-38.7pp | 72.2%-46.5pp | 72.2%-46.5pp |
| Annual return | 9.55% | -312.52%+322.1pp | 36.35%-26.8pp | 59.30%-49.7pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,705-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $545 | $2,844-80.8% | $3,500-84.4% | $3,806-85.7% |
| Admin fee / account holder | $38 | $132-70.9% | $6,685-99.4% | $158-75.6% |