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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70,446 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,727 | $23,119-27.7% | $71,086-76.5% | $75,289-77.8% |
| Participation rate | 34.8% | 36.3%-1.5pp | 54.7%-19.9pp | 72.4%-37.6pp |
| Annual return | -6.72% | -3.32%-3.4pp | 650.59%-657.3pp | -0.04%-6.7pp |
| Employer contribution / active EE | $218 | $399-45.3% | $1,088-79.9% | $2,405-90.9% |
| Participant deferral / active EE | $806 | $960-16.1% | $1,874-57.0% | $3,739-78.4% |
| Admin fee / account holder | $109 | $89+21.6% | $3,082-96.5% | $102+6.3% |