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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,913 |
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 | $98,976 | $78,425+26.2% | $95,956+3.1% | $79,858+23.9% |
| Participation rate | 79.6% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+10.0pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $736 | $1,945-62.2% | $2,541-71.1% | $2,471-70.2% |
| Participant deferral / active EE | $3,005 | $3,440-12.6% | $4,167-27.9% | $3,740-19.7% |
| Admin fee / account holder | $158 | $5,622-97.2% | $6,797-97.7% | $5,306-97.0% |