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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,705 |
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.)
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 | $133,922 | $75,183+78.1% | $123,894+8.1% | $55,167+142.8% |
| Participation rate | 52.7% | 72.8%-20.2pp | 81.4%-28.8pp | 69.0%-16.3pp |
| Annual return | 9.88% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $5,656 | $2,823+100.3% | $4,617+22.5% | $1,963+188.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $376 | $663-43.3% | $8,357-95.5% | $504-25.4% |