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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $80 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVIORS Service code 26 · EIN 36-4019175 | Advisory (Participants) | $0 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,223 | $59,105-72.6% | $160,009-89.9% | $66,938-75.8% |
| Participation rate | 52.4% | 68.1%-15.7pp | 78.0%-25.6pp | 69.8%-17.4pp |
| Annual return | -13.23% | -12.26%-1.0pp | 408.85%-422.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $621 | $1,983-68.7% | $4,225-85.3% | $2,545-75.6% |
| Participant deferral / active EE | $1,309 | $4,395-70.2% | $6,183-78.8% | $4,238-69.1% |
| Admin fee / account holder | $425 | $591-28.1% | $8,715-95.1% | $594-28.4% |