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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,655 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS WBS Service code 27 | Advisory (Plan) | $7,087 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, ISG Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,482 | $75,183-56.8% | $123,894-73.8% | $55,167-41.1% |
| Participation rate | 38.2% | 72.8%-34.6pp | 81.4%-43.2pp | 69.0%-30.8pp |
| Annual return | 7.24% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,373 | $5,084-53.3% | $5,984-60.4% | $3,054-22.3% |
| Admin fee / account holder | $419 | $663-36.7% | $8,357-95.0% | $504-16.8% |