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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,885 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,000 | $58,923-1.6% | $97,167-40.3% | $74,546-22.2% |
| Participation rate | 66.5% | 63.6%+2.9pp | 72.7%-6.2pp | 67.2%-0.7pp |
| Annual return | 15.57% | 16.04%-0.5pp | 75.27%-59.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,444 | $1,894+29.1% | $2,729-10.4% | $2,624-6.9% |
| Participant deferral / active EE | $4,795 | $3,664+30.9% | $4,264+12.5% | $4,347+10.3% |
| Admin fee / account holder | $317 | $1,974-83.9% | $5,650-94.4% | $1,944-83.7% |