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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $5,816 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,661 | $78,275-58.3% | $109,188-70.1% | $86,821-62.4% |
| Participation rate | 44.1% | 73.8%-29.8pp | 75.9%-31.8pp | 72.3%-28.2pp |
| Annual return | 21.97% | 19.14%+2.8pp | 25.76%-3.8pp | 97.94%-76.0pp |
| Employer contribution / active EE | $1,824 | $3,105-41.3% | $3,723-51.0% | $2,406-24.2% |
| Participant deferral / active EE | $3,348 | $3,641-8.0% | $4,654-28.1% | $4,132-19.0% |
| Admin fee / account holder | $109 | $198-44.8% | $6,755-98.4% | $170-35.4% |