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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $18,802 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,565 |
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.)
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 | $79,791 | $71,192+12.1% | $117,861-32.3% | $62,293+28.1% |
| Participation rate | 54.2% | 74.2%-20.0pp | 79.7%-25.4pp | 69.5%-15.3pp |
| Annual return | 17.24% | 18.66%-1.4pp | 335.11%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $884 | $1,934-54.3% | $3,786-76.7% | $2,042-56.7% |
| Participant deferral / active EE | $4,182 | $3,189+31.1% | $4,482-6.7% | $3,169+32.0% |
| Admin fee / account holder | $334 | $587-43.1% | $8,021-95.8% | $479-30.3% |