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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $24,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,889 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,507 | $54,193+63.3% | $93,606-5.4% | $77,643+14.0% |
| Participation rate | 28.7% | 63.9%-35.3pp | 68.7%-40.1pp | 70.6%-41.9pp |
| Annual return | 10.21% | 30.54%-20.3pp | 133.20%-123.0pp | 31.24%-21.0pp |
| Employer contribution / active EE | $105 | $1,168-91.0% | $2,420-95.6% | $2,726-96.1% |
| Participant deferral / active EE | $2,076 | $3,144-34.0% | $4,411-52.9% | $4,647-55.3% |
| Admin fee / account holder | $15 | $576-97.3% | $8,285-99.8% | $430-96.4% |