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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $21,816 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,979 | $81,494-64.4% | $133,978-78.4% | $73,497-60.6% |
| Participation rate | 80.2% | 76.4%+3.8pp | 79.8%+0.4pp | 70.7%+9.5pp |
| Annual return | 12.27% | 19.40%-7.1pp | 45.10%-32.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $225 | $2,210-89.8% | $3,919-94.3% | $2,270-90.1% |
| Participant deferral / active EE | $2,275 | $3,787-39.9% | $5,047-54.9% | $3,740-39.2% |
| Admin fee / account holder | $253 | $713-64.6% | $8,930-97.2% | $513-50.8% |