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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,106 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 17 · EIN 34-1542819 | Pension Consulting | $15,583 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,439 | $50,175-1.5% | $99,443-50.3% | $65,185-24.2% |
| Participation rate | 52.7% | 68.4%-15.7pp | 73.8%-21.1pp | 70.2%-17.5pp |
| Annual return | 0.00% | 25.36%-25.4pp | 30.72%-30.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,558 | $1,496+4.2% | $2,540-38.6% | $2,177-28.4% |
| Participant deferral / active EE | $1,861 | $2,748-32.3% | $3,619-48.6% | $3,514-47.0% |
| Admin fee / account holder | $309 | $398-22.3% | $6,250-95.1% | $847-63.5% |