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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,800 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $19,327 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
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.)
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).
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 | $90,313 | $48,064+87.9% | $78,778+14.6% | $69,631+29.7% |
| Participation rate | 30.1% | 61.6%-31.5pp | 69.2%-39.1pp | 70.7%-40.6pp |
| Annual return | 13.94% | 21.81%-7.9pp | 35.62%-21.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $504 | $744-32.2% | $1,986-74.6% | $2,032-75.2% |
| Participant deferral / active EE | $1,787 | $2,079-14.1% | $2,958-39.6% | $3,224-44.6% |
| Admin fee / account holder | $446 | $152+193.3% | $5,134-91.3% | $110+303.6% |