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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Consulting | $40,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,420 |
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 | $76,894 | $41,467+85.4% | $67,313+14.2% | $55,725+38.0% |
| Participation rate | 57.4% | 62.5%-5.1pp | 69.1%-11.7pp | 70.9%-13.5pp |
| Annual return | -2.99% | 0.82%-3.8pp | -4.08%+1.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $451 | $1,316-65.8% | $2,566-82.4% | $2,078-78.3% |
| Participant deferral / active EE | $2,912 | $2,399+21.4% | $3,568-18.4% | $3,356-13.2% |
| Admin fee / account holder | $85 | $102-17.0% | $4,507-98.1% | $115-26.5% |