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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,815 | $52,580-50.9% | $71,671-64.0% | $70,126-63.2% |
| Participation rate | 51.0% | 60.9%-9.9pp | 68.7%-17.7pp | 69.5%-18.5pp |
| Annual return | 10.95% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,591 | $1,616-1.5% | $2,460-35.3% | $2,343-32.1% |
| Participant deferral / active EE | $2,632 | $2,386+10.3% | $3,438-23.5% | $3,332-21.0% |
| Admin fee / account holder | $112 | $3,653-96.9% | $5,558-98.0% | $4,645-97.6% |