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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $49,737 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,062 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $140,685 | $79,523+76.9% | $140,019+0.5% | $56,289+149.9% |
| Participation rate | 72.2% | 85.7%-13.5pp | 87.5%-15.3pp | 69.9%+2.4pp |
| Annual return | -6.37% | 2.39%-8.8pp | 651.17%-657.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,554 | $5,129+105.8% | $6,927+52.4% | $3,350+215.0% |
| Admin fee / account holder | $352 | $614-42.6% | $10,705-96.7% | $521-32.4% |