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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,968 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,074 | $85,135-9.5% | $98,916-22.1% | $73,412+5.0% |
| Participation rate | 93.5% | 81.1%+12.4pp | 76.0%+17.5pp | 72.2%+21.3pp |
| Annual return | 17.39% | 19.14%-1.7pp | 196.45%-179.1pp | 59.30%-41.9pp |
| Employer contribution / active EE | $1,430 | $2,721-47.4% | $2,689-46.8% | $2,234-36.0% |
| Participant deferral / active EE | $1,713 | $4,349-60.6% | $4,245-59.6% | $3,806-55.0% |
| Admin fee / account holder | $311 | $139+123.2% | $6,642-95.3% | $158+96.8% |