See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $13,584 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $2,211 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,060 | $65,409+22.4% | $98,442-18.7% | $85,850-6.7% |
| Participation rate | 37.4% | 65.0%-27.6pp | 73.3%-36.0pp | 69.3%-32.0pp |
| Annual return | 9.91% | 21.76%-11.8pp | 1492.73%-1482.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $961 | $2,168-55.7% | $2,960-67.5% | $2,565-62.5% |
| Participant deferral / active EE | $2,055 | $3,166-35.1% | $4,276-51.9% | $3,952-48.0% |
| Admin fee / account holder | $371 | $4,593-91.9% | $5,949-93.8% | $6,260-94.1% |