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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,924 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $18,190 |
Filed as: SMITH DUKES AND BUCKALEW, LLP Service code 10 · EIN 63-0191630 | Accounting | $11,750 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,781 | $50,385+16.7% | $75,501-22.1% | $62,293-5.6% |
| Participation rate | 48.6% | 67.7%-19.1pp | 72.4%-23.8pp | 69.5%-20.9pp |
| Annual return | 16.38% | 19.90%-3.5pp | 27.35%-11.0pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,092 | $1,537-28.9% | $2,352-53.5% | $2,042-46.5% |
| Participant deferral / active EE | $2,182 | $2,445-10.8% | $3,142-30.6% | $3,169-31.1% |
| Admin fee / account holder | $842 | $384+119.2% | $5,801-85.5% | $479+75.6% |