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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 55 | Other Commissions | $9,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,244 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICE Service code 55 · EIN 23-2384840 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,002 | $86,341-35.1% | $125,192-55.3% | $65,185-14.1% |
| Participation rate | 32.3% | 75.3%-43.0pp | 79.8%-47.5pp | 70.2%-37.9pp |
| Annual return | 24.46% | 27.44%-3.0pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,353 | $3,538-33.5% | $4,937-52.3% | $3,514-33.0% |
| Admin fee / account holder | $12 | $609-98.0% | $9,704-99.9% | $847-98.5% |