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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $27,837 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $4,855 | $27,687-82.5% | $73,550-93.4% | $177,276-97.3% |
| Participation rate | 38.3% | 34.9%+3.4pp | 54.9%-16.6pp | 74.8%-36.5pp |
| Annual return | 15.93% | 16.77%-0.8pp | -15.16%+31.1pp | 21.25%-5.3pp |
| Employer contribution / active EE | $23 | $291-92.1% | $1,219-98.1% | $2,479-99.1% |
| Participant deferral / active EE | $441 | $778-43.4% | $1,804-75.6% | $3,881-88.6% |
| Admin fee / account holder | $13 | $59-77.6% | $2,320-99.4% | $154-91.4% |