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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 | Claims processing; Recordkeeping and ... | $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 | $130,795-57.6% | $173,730-68.1% | $64,728-14.3% |
| Participation rate | 36.9% | 69.9%-33.0pp | 79.6%-42.7pp | 57.9%-21.0pp |
| Annual return | 15.41% | 13.01%+2.4pp | 19.96%-4.5pp | 49.38%-34.0pp |
| Employer contribution / active EE | $1,294 | $2,914-55.6% | $4,577-71.7% | $2,243-42.3% |
| Participant deferral / active EE | $1,142 | $3,477-67.2% | $6,326-81.9% | $2,729-58.2% |
| Admin fee / account holder | $303 | $1,356-77.6% | $17,523-98.3% | $1,145-73.5% |