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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,212 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $6,674 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,635 | $104,475-51.5% | $159,436-68.2% | $79,386-36.2% |
| Participation rate | 45.3% | 76.6%-31.3pp | 82.8%-37.5pp | 70.7%-25.4pp |
| Annual return | 14.47% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $816 | $3,417-76.1% | $4,829-83.1% | $2,427-66.4% |
| Participant deferral / active EE | $1,848 | $6,467-71.4% | $7,352-74.9% | $4,046-54.3% |
| Admin fee / account holder | $504 | $711-29.2% | $10,799-95.3% | $626-19.6% |