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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 71 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,950 | $74,089-6.9% | $133,975-48.5% | $55,167+25.0% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.1%-3.7pp | 69.0%+14.3pp |
| Annual return | 3.97% | 12.11%-8.1pp | 29.29%-25.3pp | 169.23%-165.3pp |
| Employer contribution / active EE | $1,880 | $3,064-38.6% | $5,211-63.9% | $1,963-4.2% |
| Participant deferral / active EE | $4,060 | $4,678-13.2% | $6,282-35.4% | $3,054+32.9% |
| Admin fee / account holder | $140 | $458-69.5% | $9,324-98.5% | $504-72.3% |