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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,795 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $19,824 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,663 | $79,519-65.2% | $95,960-71.2% | $73,412-62.3% |
| Participation rate | 68.2% | 81.2%-13.0pp | 77.1%-8.9pp | 72.2%-4.0pp |
| Annual return | 11.18% | 19.20%-8.0pp | 91.63%-80.5pp | 59.30%-48.1pp |
| Employer contribution / active EE | $323 | $2,048-84.2% | $2,541-87.3% | $2,234-85.6% |
| Participant deferral / active EE | $2,068 | $4,138-50.0% | $4,167-50.4% | $3,806-45.7% |
| Admin fee / account holder | $129 | $184-29.9% | $6,797-98.1% | $158-18.2% |