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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,556 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,066 | $63,156-28.6% | $122,332-63.2% | $62,292-27.7% |
| Participation rate | 80.8% | 60.0%+20.8pp | 71.6%+9.2pp | 69.5%+11.3pp |
| Annual return | 11.29% | 20.61%-9.3pp | 30.27%-19.0pp | 28.90%-17.6pp |
| Employer contribution / active EE | $609 | $1,385-56.0% | $4,050-85.0% | $2,042-70.2% |
| Participant deferral / active EE | $1,833 | $2,321-21.0% | $3,287-44.2% | $3,169-42.2% |
| Admin fee / account holder | $103 | $440-76.6% | $5,478-98.1% | $479-78.5% |