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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $41,634 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $154,620 | $55,449+178.8% | $83,831+84.4% | $56,289+174.7% |
| Participation rate | 80.7% | 68.0%+12.7pp | 76.1%+4.6pp | 69.9%+10.9pp |
| Annual return | -6.43% | -1.38%-5.1pp | 850.99%-857.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,191 | $2,430+31.3% | $3,631-12.1% | $2,111+51.2% |
| Participant deferral / active EE | $9,457 | $2,935+222.2% | $4,082+131.7% | $3,350+182.3% |
| Admin fee / account holder | $404 | $656-38.4% | $5,479-92.6% | $521-22.4% |