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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, INC. Service code 99 · EIN 34-1542819 | Other Fees | $7,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,315 | $81,870-12.9% | $119,634-40.4% | $68,490+4.1% |
| Participation rate | 44.8% | 71.9%-27.1pp | 79.3%-34.4pp | 67.9%-23.1pp |
| Annual return | -18.57% | -23.82%+5.3pp | -14.98%-3.6pp | -7.85%-10.7pp |
| Employer contribution / active EE | $15 | $2,692-99.4% | $4,232-99.6% | $2,597-99.4% |
| Participant deferral / active EE | $2,124 | $4,148-48.8% | $5,601-62.1% | $4,028-47.3% |
| Admin fee / account holder | $9 | $6,583-99.9% | $10,329-99.9% | $5,403-99.8% |