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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,514 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $11,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,950 | $93,010-74.3% | $96,538-75.2% | $74,473-67.8% |
| Participation rate | 34.2% | 71.6%-37.4pp | 74.3%-40.2pp | 70.7%-36.6pp |
| Annual return | 18.28% | 37.50%-19.2pp | 35.74%-17.5pp | 34.36%-16.1pp |
| Employer contribution / active EE | $1,817 | $3,427-47.0% | $3,740-51.4% | $2,638-31.1% |
| Participant deferral / active EE | $3,694 | $3,971-7.0% | $4,880-24.3% | $4,530-18.5% |
| Admin fee / account holder | $97 | $633-84.7% | $6,737-98.6% | $347-72.1% |