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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,396 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $33,844 |
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.)
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 | $66,551 | $65,118+2.2% | $76,768-13.3% | $55,725+19.4% |
| Participation rate | 29.8% | 79.6%-49.9pp | 77.0%-47.2pp | 70.9%-41.1pp |
| Annual return | -3.58% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $1,099 | $1,941-43.4% | $2,485-55.8% | $2,078-47.1% |
| Participant deferral / active EE | $2,703 | $3,688-26.7% | $3,852-29.8% | $3,356-19.5% |
| Admin fee / account holder | $329 | $116+184.3% | $6,675-95.1% | $115+186.0% |