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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,299 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,204 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,445 | $89,652-9.2% | $141,177-42.3% | $65,185+24.9% |
| Participation rate | 54.0% | 74.7%-20.8pp | 82.5%-28.5pp | 70.2%-16.2pp |
| Annual return | 23.00% | 32.79%-9.8pp | 71.40%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $55 | $3,065-98.2% | $4,736-98.8% | $2,177-97.5% |
| Participant deferral / active EE | $4,656 | $5,691-18.2% | $6,710-30.6% | $3,514+32.5% |
| Admin fee / account holder | $439 | $569-22.7% | $10,263-95.7% | $847-48.1% |