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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $59,440 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,241 | $83,023-26.2% | $102,437-40.2% | $77,762-21.2% |
| Participation rate | 63.2% | 71.5%-8.3pp | 74.5%-11.3pp | 70.6%-7.4pp |
| Annual return | 27.21% | 19.12%+8.1pp | 24.95%+2.3pp | 31.27%-4.1pp |
| Employer contribution / active EE | $2,090 | $3,552-41.2% | $3,871-46.0% | $2,728-23.4% |
| Participant deferral / active EE | $1,210 | $4,110-70.6% | $5,060-76.1% | $4,651-74.0% |
| Admin fee / account holder | $2 | $639-99.8% | $8,388-100.0% | $433-99.6% |