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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,761 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,381 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,656 | $99,957+0.7% | $149,696-32.8% | $73,488+37.0% |
| Participation rate | 45.3% | 75.7%-30.4pp | 82.5%-37.1pp | 70.7%-25.3pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,977 | $6,073-34.5% | $6,842-41.9% | $3,740+6.3% |
| Admin fee / account holder | $444 | $551-19.4% | $9,309-95.2% | $513-13.5% |