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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,798 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $28,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,143 | $100,589-73.0% | $136,294-80.1% | $177,276-84.7% |
| Participation rate | 12.2% | 77.4%-65.2pp | 81.9%-69.7pp | 74.8%-62.6pp |
| Annual return | 21.81% | 39.18%-17.4pp | 5155.94%-5134.1pp | 21.25%+0.6pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,695-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $1,336 | $5,830-77.1% | $6,247-78.6% | $3,881-65.6% |
| Admin fee / account holder | $79 | $55+45.0% | $9,243-99.1% | $154-48.5% |