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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR Service code 27 · EIN 56-0898180 | Advisory (Plan) | $3,238 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $2,491 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,553 | $60,545-42.9% | $92,240-62.5% | $69,631-50.4% |
| Participation rate | 29.4% | 72.2%-42.8pp | 76.5%-47.1pp | 70.7%-41.3pp |
| Annual return | 19.00% | 19.71%-0.7pp | 176.29%-157.3pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $660 | $2,633-74.9% | $3,680-82.1% | $2,032-67.5% |
| Participant deferral / active EE | $1,417 | $2,828-49.9% | $3,897-63.6% | $3,224-56.0% |
| Admin fee / account holder | $58 | $145-59.9% | $5,194-98.9% | $110-47.4% |