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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,297 | $46,722-56.6% | $130,660-84.5% | $65,185-68.9% |
| Participation rate | 11.2% | 60.9%-49.8pp | 71.7%-60.6pp | 70.2%-59.0pp |
| Annual return | 73.54% | 24.17%+49.4pp | 1709.29%-1635.8pp | 29.38%+44.2pp |
| Employer contribution / active EE | $740 | $1,488-50.3% | $4,092-81.9% | $2,177-66.0% |
| Participant deferral / active EE | $1,408 | $2,545-44.7% | $3,603-60.9% | $3,514-59.9% |
| Admin fee / account holder | $72 | $453-84.2% | $5,463-98.7% | $847-91.5% |