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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,090 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,860 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,863 | $58,726+70.0% | $92,240+8.3% | $62,293+60.3% |
| Participation rate | 50.2% | 68.3%-18.1pp | 76.5%-26.3pp | 69.5%-19.3pp |
| Annual return | 0.55% | 43.62%-43.1pp | 176.29%-175.7pp | 28.90%-28.3pp |
| Employer contribution / active EE | $2,807 | $2,392+17.4% | $3,680-23.7% | $2,042+37.5% |
| Participant deferral / active EE | $3,411 | $2,766+23.3% | $3,897-12.5% | $3,169+7.6% |
| Admin fee / account holder | $367 | $556-34.1% | $5,194-92.9% | $479-23.5% |