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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $19,318 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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.
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 | $53,938 | $46,173+16.8% | $170,435-68.4% | $69,631-22.5% |
| Participation rate | 38.6% | 63.9%-25.3pp | 83.6%-45.0pp | 70.7%-32.0pp |
| Annual return | 16.98% | 21.62%-4.6pp | 205.94%-189.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $171 | $1,610-89.4% | $5,432-96.9% | $2,032-91.6% |
| Participant deferral / active EE | $2,146 | $2,080+3.2% | $4,939-56.6% | $3,224-33.4% |
| Admin fee / account holder | $10 | $116-91.3% | $13,881-99.9% | $110-90.8% |