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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70,978 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $35,343 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $171,687 | $89,652+91.5% | $141,177+21.6% | $65,185+163.4% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.5%+15.5pp | 70.2%+27.7pp |
| Annual return | 18.67% | 32.79%-14.1pp | 71.40%-52.7pp | 29.38%-10.7pp |
| Employer contribution / active EE | $5,953 | $3,065+94.2% | $4,736+25.7% | $2,177+173.5% |
| Participant deferral / active EE | $10,835 | $5,691+90.4% | $6,710+61.5% | $3,514+208.4% |
| Admin fee / account holder | $343 | $569-39.6% | $10,263-96.7% | $847-59.5% |