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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $189,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,436 | $52,722+194.8% | $90,461+71.8% | $73,412+111.7% |
| Participation rate | 77.8% | 67.7%+10.1pp | 72.7%+5.1pp | 72.2%+5.6pp |
| Annual return | 15.46% | 20.70%-5.2pp | 1294.76%-1279.3pp | 59.30%-43.8pp |
| Employer contribution / active EE | $3,067 | $1,872+63.9% | $3,264-6.0% | $2,234+37.3% |
| Participant deferral / active EE | $10,602 | $2,810+277.3% | $3,964+167.4% | $3,806+178.6% |
| Admin fee / account holder | $381 | $117+226.4% | $5,617-93.2% | $158+141.6% |