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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,801 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,964 | $75,183-26.9% | $123,892-55.6% | $55,167-0.4% |
| Participation rate | 86.6% | 72.8%+13.8pp | 81.4%+5.2pp | 69.0%+17.6pp |
| Annual return | 4.76% | 19.01%-14.3pp | 47.52%-42.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $459 | $2,823-83.7% | $4,617-90.1% | $1,963-76.6% |
| Participant deferral / active EE | $3,601 | $5,084-29.2% | $5,984-39.8% | $3,054+17.9% |
| Admin fee / account holder | $334 | $663-49.5% | $8,357-96.0% | $504-33.7% |