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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,093 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,498 | $73,102-32.3% | $123,544-59.9% | $56,287-12.1% |
| Participation rate | 52.1% | 74.3%-22.3pp | 82.3%-30.2pp | 69.9%-17.8pp |
| Annual return | -4.38% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,046 | $5,423-25.4% | $6,426-37.0% | $3,350+20.8% |
| Admin fee / account holder | $313 | $554-43.4% | $9,284-96.6% | $521-39.8% |