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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $113,016 |
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 | $64,717 | $80,211-19.3% | $74,184-12.8% | $63,975+1.2% |
| Participation rate | 81.6% | 84.2%-2.5pp | 76.6%+5.0pp | 71.1%+10.5pp |
| Annual return | 12.30% | 14.13%-1.8pp | 17.74%-5.4pp | 48.65%-36.4pp |
| Employer contribution / active EE | $1,498 | $2,553-41.3% | $2,370-36.8% | $2,182-31.3% |
| Participant deferral / active EE | $2,627 | $4,370-39.9% | $3,550-26.0% | $3,356-21.7% |
| Admin fee / account holder | $152 | $67+125.5% | $5,586-97.3% | $70+115.2% |