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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,548 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $8,974 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,033 | $66,124-36.4% | $90,461-53.5% | $73,497-42.8% |
| Participation rate | 60.5% | 69.7%-9.2pp | 72.7%-12.2pp | 70.7%-10.2pp |
| Annual return | 21.84% | 17.65%+4.2pp | 1294.76%-1272.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $1,006 | $2,346-57.1% | $3,264-69.2% | $2,270-55.7% |
| Participant deferral / active EE | $3,420 | $3,039+12.5% | $3,964-13.7% | $3,740-8.6% |
| Admin fee / account holder | $309 | $396-22.1% | $5,617-94.5% | $513-39.8% |