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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,553 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2611726 | Advisory (Plan) | $16,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,139 | $75,183-58.6% | $123,894-74.9% | $55,167-43.6% |
| Participation rate | 63.4% | 72.8%-9.5pp | 81.4%-18.0pp | 69.0%-5.6pp |
| Annual return | 10.65% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,944 | $2,823-31.1% | $4,617-57.9% | $1,963-0.9% |
| Participant deferral / active EE | $3,682 | $5,084-27.6% | $5,984-38.5% | $3,054+20.6% |
| Admin fee / account holder | $193 | $663-70.8% | $8,357-97.7% | $504-61.7% |