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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Consulting | $20,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $10,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,488 |
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 | $95,744 | $46,423+106.2% | $75,901+26.1% | $67,579+41.7% |
| Participation rate | 57.1% | 63.1%-5.9pp | 69.3%-12.1pp | 71.3%-14.1pp |
| Annual return | 23.57% | 32.29%-8.7pp | 30.76%-7.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $397 | $1,406-71.8% | $2,501-84.1% | $2,148-81.5% |
| Participant deferral / active EE | $2,899 | $2,564+13.1% | $3,603-19.5% | $3,539-18.1% |
| Admin fee / account holder | $74 | $132-44.0% | $5,420-98.6% | $142-48.1% |