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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,867 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,518 | $65,437-67.1% | $86,698-75.2% | $66,949-67.9% |
| Participation rate | 21.9% | 75.5%-53.5pp | 76.6%-54.7pp | 69.8%-47.9pp |
| Annual return | -21.40% | -10.91%-10.5pp | 35.96%-57.4pp | 1.57%-23.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,439 | $4,102-40.5% | $4,656-47.6% | $4,239-42.5% |
| Admin fee / account holder | $13 | $642-98.0% | $7,492-99.8% | $594-97.8% |