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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,406 | $133,467-36.8% | $75,781+11.4% | - |
| Participation rate | 82.7% | 60.6%+22.2pp | 75.8%+6.9pp | - |
| Annual return | 1.63% | -2.40%+4.0pp | 9.68%-8.0pp | - |
| Employer contribution / active EE | $1,741 | $1,704+2.2% | $3,323-47.6% | - |
| Participant deferral / active EE | $4,679 | $2,196+113.1% | $3,651+28.1% | - |
| Admin fee / account holder | $278 | $9,890-97.2% | $5,299-94.7% | - |