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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,615 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $7,926 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,003 | $47,977-75.0% | $154,111-92.2% | $56,287-78.7% |
| Participation rate | 75.9% | 66.2%+9.7pp | 83.0%-7.1pp | 69.9%+6.1pp |
| Annual return | -1.19% | 3.54%-4.7pp | 735.18%-736.4pp | -9.96%+8.8pp |
| Employer contribution / active EE | $477 | $2,169-78.0% | $5,298-91.0% | $2,111-77.4% |
| Participant deferral / active EE | $2,310 | $2,392-3.4% | $5,081-54.5% | $3,350-31.0% |
| Admin fee / account holder | $181 | $438-58.7% | $13,411-98.7% | $521-65.3% |