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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,795 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $13,309 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS MAC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,907 | $37,245-11.6% | $94,993-65.4% | $77,958-57.8% |
| Participation rate | 28.4% | 56.5%-28.0pp | 73.9%-45.4pp | 71.6%-43.2pp |
| Annual return | 18.19% | 22.72%-4.5pp | 27.14%-9.0pp | 20.87%-2.7pp |
| Employer contribution / active EE | $472 | $894-47.2% | $2,603-81.9% | $2,310-79.6% |
| Participant deferral / active EE | $756 | $1,828-58.7% | $3,317-77.2% | $3,537-78.6% |
| Admin fee / account holder | $188 | $59+218.2% | $4,960-96.2% | $97+93.1% |