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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,200 |
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 | $173,647 | $88,515+96.2% | $162,185+7.1% | $67,584+156.9% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 23.43% | 27.04%-3.6pp | 115.61%-92.2pp | 378.59%-355.2pp |
| Employer contribution / active EE | $13,276 | $3,563+272.6% | $5,613+136.5% | $2,148+518.1% |
| Participant deferral / active EE | $13,589 | $5,724+137.4% | $7,297+86.2% | $3,540+283.9% |
| Admin fee / account holder | $4 | $124-96.9% | $10,844-100.0% | $142-97.3% |