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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,690 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,560 |
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.)
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 | $62,900 | $81,870-23.2% | $119,622-47.4% | $68,486-8.2% |
| Participation rate | 67.5% | 71.9%-4.4pp | 79.3%-11.8pp | 67.9%-0.4pp |
| Annual return | -15.08% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,221 | $2,692-54.7% | $4,232-71.2% | $2,597-53.0% |
| Participant deferral / active EE | $2,339 | $4,148-43.6% | $5,601-58.2% | $4,028-41.9% |
| Admin fee / account holder | $399 | $6,583-93.9% | $10,328-96.1% | $5,404-92.6% |