Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $860 |
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 | $163,431 | $63,924+155.7% | $108,582+50.5% | $55,167+196.2% |
| Participation rate | 98.6% | 74.3%+24.3pp | 79.6%+19.1pp | 69.0%+29.6pp |
| Annual return | 7.94% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $13,113 | $1,879+597.8% | $3,758+248.9% | $1,963+568.1% |
| Participant deferral / active EE | $7,279 | $3,067+137.4% | $4,311+68.9% | $3,054+138.3% |
| Admin fee / account holder | $237 | $618-61.7% | $7,645-96.9% | $504-53.0% |