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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 430 W 7TH ST, STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $16,403 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO INVESTERS Service code 27 401 S TRYON ST. 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $6,399 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,962 | $154,117-97.4% | $129,995-97.0% | $139,434-97.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 6.13% | 32.48%-26.3pp | -137.18%+143.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $29 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |