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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $145,112 |
KOBAYASHI & COMPANY5 years Service code 10 · EIN 95-4297925 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,184 | $43,466+17.8% | $90,965-43.7% | $90,274-43.3% |
| Participation rate | 31.7% | 62.5%-30.8pp | 69.0%-37.3pp | 73.4%-41.7pp |
| Annual return | 2.59% | 25.26%-22.7pp | 134.57%-132.0pp | 53.97%-51.4pp |
| Employer contribution / active EE | $1,076 | $840+28.1% | $2,122-49.3% | $2,523-57.4% |
| Participant deferral / active EE | $1,194 | $2,138-44.2% | $3,373-64.6% | $4,231-71.8% |
| Admin fee / account holder | $106 | $92+15.6% | $5,960-98.2% | $114-6.9% |