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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $110,901 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $184,133 | $54,320+239.0% | $67,652+172.2% | $52,331+251.9% |
| Participation rate | 88.0% | 73.6%+14.4pp | 75.7%+12.4pp | 68.1%+19.9pp |
| Annual return | -0.31% | 6.81%-7.1pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $578 | $527+9.7% | $4,821-88.0% | $592-2.4% |