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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,475 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $18,503 |
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 | $101,802 | $59,220+71.9% | $96,572+5.4% | $79,389+28.2% |
| Participation rate | 36.8% | 61.9%-25.1pp | 69.8%-33.0pp | 70.7%-33.9pp |
| Annual return | 11.90% | 27.08%-15.2pp | 37.79%-25.9pp | 116.89%-105.0pp |
| Employer contribution / active EE | $640 | $1,216-47.4% | $2,357-72.9% | $2,428-73.7% |
| Participant deferral / active EE | $2,249 | $2,948-23.7% | $3,850-41.6% | $4,046-44.4% |
| Admin fee / account holder | $307 | $659-53.4% | $6,183-95.0% | $626-51.0% |