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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $44,301 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,066 | $85,515+25.2% | $112,040-4.4% | $67,986+57.5% |
| Participation rate | 80.6% | 68.2%+12.3pp | 76.5%+4.1pp | 57.2%+23.3pp |
| Annual return | 17.85% | 29.68%-11.8pp | 24.52%-6.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,667 | $2,191-23.9% | $2,954-43.6% | $2,019-17.4% |
| Participant deferral / active EE | $3,780 | $4,014-5.8% | $5,098-25.9% | $3,358+12.6% |
| Admin fee / account holder | $423 | $3,774-88.8% | $12,098-96.5% | $3,203-86.8% |