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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Consulting | $37,500 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,759 | $39,458+51.5% | $60,547-1.3% | $55,191+8.3% |
| Participation rate | 60.2% | 59.6%+0.6pp | 68.0%-7.8pp | 69.2%-9.0pp |
| Annual return | 1.90% | 3.35%-1.5pp | 335.64%-333.7pp | 10.78%-8.9pp |
| Employer contribution / active EE | $418 | $1,210-65.5% | $2,419-82.7% | $1,899-78.0% |
| Participant deferral / active EE | $2,473 | $2,140+15.5% | $3,328-25.7% | $3,046-18.8% |
| Admin fee / account holder | $79 | $95-17.4% | $4,536-98.3% | $91-13.4% |