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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,110 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,609 | $80,753+92.7% | $136,298+14.2% | $62,293+149.8% |
| Participation rate | 96.6% | 73.5%+23.0pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 14.63% | 35.83%-21.2pp | 5156.27%-5141.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | -$3,322 | $2,884-215.2% | $4,696-170.8% | $2,042-262.7% |
| Participant deferral / active EE | $10,090 | $5,164+95.4% | $6,247+61.5% | $3,169+218.4% |
| Admin fee / account holder | $366 | $525-30.3% | $9,244-96.0% | $479-23.6% |