Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,709 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,449 | $59,231+10.5% | $90,223-27.5% | $52,331+25.1% |
| Participation rate | 85.2% | 75.0%+10.2pp | 79.0%+6.2pp | 68.1%+17.1pp |
| Annual return | -1.27% | 3.53%-4.8pp | 1.31%-2.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,040 | $3,391-39.8% | $4,378-53.4% | $1,882+8.4% |
| Participant deferral / active EE | $3,368 | $4,659-27.7% | $5,792-41.9% | $3,022+11.4% |
| Admin fee / account holder | $649 | $515+26.1% | $7,406-91.2% | $592+9.7% |