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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $10,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $33,782 | $98,776-65.8% | $149,745-77.4% | $79,856-57.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 10.73% | 27.38%-16.6pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,157 | $3,217-33.0% | $4,646-53.6% | $2,471-12.7% |
| Participant deferral / active EE | $4,342 | $5,681-23.6% | $6,843-36.5% | $3,741+16.1% |
| Admin fee / account holder | $79 | $6,053-98.7% | $9,312-99.1% | $5,306-98.5% |