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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,999 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,061 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,431 | $91,559-13.2% | $133,971-40.7% | $79,852-0.5% |
| Participation rate | 67.4% | 73.3%-6.0pp | 79.8%-12.4pp | 69.6%-2.2pp |
| Annual return | 9.52% | 61.85%-52.3pp | 45.09%-35.6pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,196 | $2,384-49.8% | $3,919-69.5% | $2,471-51.6% |
| Participant deferral / active EE | $2,142 | $3,734-42.6% | $5,047-57.6% | $3,740-42.7% |
| Admin fee / account holder | $436 | $6,321-93.1% | $8,929-95.1% | $5,306-91.8% |