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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,235 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,469 | $57,096-23.9% | $94,224-53.9% | $55,191-21.2% |
| Participation rate | 54.6% | 75.7%-21.1pp | 78.8%-24.2pp | 69.2%-14.6pp |
| Annual return | -32.88% | 159.65%-192.5pp | 10.68%-43.6pp | 10.78%-43.7pp |
| Employer contribution / active EE | $698 | $1,708-59.1% | $3,587-80.5% | $1,899-63.2% |
| Participant deferral / active EE | $3,507 | $3,165+10.8% | $4,320-18.8% | $3,046+15.1% |
| Admin fee / account holder | $344 | $89+285.9% | $6,269-94.5% | $91+279.3% |