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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $123,752 | $47,922+158.2% | $75,900+63.0% | $65,186+89.8% |
| Participation rate | 57.1% | 63.0%-5.9pp | 69.3%-12.2pp | 70.2%-13.1pp |
| Annual return | 19.48% | 24.12%-4.6pp | 30.73%-11.3pp | 29.39%-9.9pp |
| Employer contribution / active EE | $2,401 | $1,557+54.2% | $2,501-4.0% | $2,177+10.3% |
| Participant deferral / active EE | $3,554 | $2,550+39.4% | $3,604-1.4% | $3,514+1.1% |
| Admin fee / account holder | $46 | $532-91.4% | $5,421-99.2% | $847-94.6% |