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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $25,738 |
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,086 | $63,082+25.4% | $81,716-3.2% | $79,852-1.0% |
| Participation rate | 92.3% | 67.5%+24.8pp | 72.0%+20.3pp | 69.6%+22.7pp |
| Annual return | 14.35% | 22.66%-8.3pp | 29.49%-15.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $3,762 | $1,795+109.6% | $4,310-12.7% | $2,471+52.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $314 | $4,428-92.9% | $5,159-93.9% | $5,306-94.1% |