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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $35,010 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,097 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,226 | $65,453+16.5% | $86,691-12.1% | $66,930+13.9% |
| Participation rate | 84.8% | 75.5%+9.3pp | 76.6%+8.2pp | 69.8%+14.9pp |
| Annual return | -18.21% | -10.89%-7.3pp | 35.94%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,220 | $4,102-21.5% | $4,656-30.8% | $4,238-24.0% |
| Admin fee / account holder | $349 | $642-45.6% | $7,492-95.3% | $593-41.2% |