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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $7,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $420,991 | $55,453+659.2% | $170,435+147.0% | $62,293+575.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.78% | 21.38%-5.6pp | 205.94%-190.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $9,465 | $2,164+337.4% | $5,432+74.2% | $2,042+363.4% |
| Participant deferral / active EE | $5,795 | $2,303+151.7% | $4,939+17.3% | $3,169+82.9% |
| Admin fee / account holder | $194 | $455-57.3% | $13,881-98.6% | $479-59.5% |