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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $18,453 |
WELLS FARGO BANK, N.A.1+ years Service code 37 · EIN 94-1347393 | Loan Processing | $580 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,267 | $57,108+24.8% | $94,228-24.4% | $52,331+36.2% |
| Participation rate | 20.5% | 72.9%-52.5pp | 78.8%-58.3pp | 68.1%-47.7pp |
| Annual return | -0.34% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $629 | $1,735-63.8% | $3,587-82.5% | $1,882-66.6% |
| Participant deferral / active EE | $884 | $3,040-70.9% | $4,320-79.5% | $3,022-70.8% |
| Admin fee / account holder | $355 | $546-35.0% | $6,269-94.3% | $592-39.9% |