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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARG0 BANK N.A. Service code 15 · EIN 93-1347393 | Recordkeeping | $35,204 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,154 | $80,753-60.2% | $136,298-76.4% | $62,293-48.4% |
| Participation rate | 62.7% | 73.5%-10.9pp | 81.9%-19.3pp | 69.5%-6.9pp |
| Annual return | 12.36% | 35.83%-23.5pp | 5156.27%-5143.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,197 | $5,164-76.8% | $6,247-80.8% | $3,169-62.2% |
| Admin fee / account holder | $306 | $525-41.8% | $9,244-96.7% | $479-36.2% |