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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 80-0709115 | Recordkeeping | $30,114 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 23-2384840 | Advisory (Participants) | $25,526 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 12 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Consulting (pension); Recordkeeping a... | $14,974 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,463 | $148,584-62.7% | $216,567-74.4% | $69,255-19.9% |
| Participation rate | 36.9% | 77.0%-40.1pp | 81.6%-44.8pp | 69.0%-32.2pp |
| Annual return | 15.41% | 8.62%+6.8pp | 12.94%+2.5pp | 26.73%-11.3pp |
| Employer contribution / active EE | $1,294 | $3,404-62.0% | $5,216-75.2% | $2,645-51.1% |
| Participant deferral / active EE | $1,142 | $3,500-67.4% | $6,191-81.6% | $2,890-60.5% |
| Admin fee / account holder | $303 | $791-61.7% | $21,981-98.6% | $733-58.6% |