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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,727 |
Filed as: SIGNATOR INVESTORS INC Service code 27 · EIN 04-2442399 | Advisory (Plan) | $67,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,428 | $33,780-4.0% | $74,551-56.5% | $75,289-56.9% |
| Participation rate | 35.9% | 62.7%-26.8pp | 69.1%-33.3pp | 72.4%-36.6pp |
| Annual return | -3.34% | -1.24%-2.1pp | 32.53%-35.9pp | -0.04%-3.3pp |
| Employer contribution / active EE | $66 | $845-92.2% | $1,961-96.6% | $2,405-97.3% |
| Participant deferral / active EE | $1,526 | $1,890-19.2% | $3,108-50.9% | $3,739-59.2% |
| Admin fee / account holder | $178 | $86+106.5% | $5,059-96.5% | $102+74.3% |