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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $42,248 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,025 |
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).
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 | $124,461 | $65,376+90.4% | $87,104+42.9% | $65,185+90.9% |
| Participation rate | 94.7% | 75.3%+19.4pp | 76.9%+17.9pp | 70.2%+24.5pp |
| Annual return | 22.07% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $4,363 | $1,822+139.4% | $2,521+73.0% | $2,177+100.4% |
| Participant deferral / active EE | $3,962 | $3,388+16.9% | $4,048-2.1% | $3,514+12.7% |
| Admin fee / account holder | $362 | $520-30.3% | $7,491-95.2% | $847-57.3% |