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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 48-1305000 | Consulting | $20,000 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $9,528 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $45,930 | $35,600+29.0% | $87,502-47.5% | $63,975-28.2% |
| Participation rate | 13.2% | 56.1%-42.9pp | 73.8%-60.6pp | 71.1%-57.9pp |
| Annual return | 7.34% | 17.86%-10.5pp | 12.21%-4.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $854-100.0% | $2,550-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $344 | $1,660-79.3% | $3,149-89.1% | $3,356-89.7% |
| Admin fee / account holder | $85 | $51+68.2% | $4,221-98.0% | $70+21.2% |