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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,109 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 34-1542819 | Pension Consulting | $14,888 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,832 | $55,122+39.4% | $104,625-26.6% | $73,493+4.5% |
| Participation rate | 39.7% | 67.7%-28.0pp | 74.1%-34.4pp | 70.7%-31.0pp |
| Annual return | 12.27% | 24.77%-12.5pp | 340.60%-328.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $683 | $1,464-53.4% | $2,681-74.5% | $2,270-69.9% |
| Participant deferral / active EE | $1,806 | $2,919-38.1% | $3,738-51.7% | $3,740-51.7% |
| Admin fee / account holder | $430 | $423+1.8% | $6,465-93.3% | $513-16.1% |