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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,803 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,337 |
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 | $66,143 | $58,895+12.3% | $178,503-62.9% | $73,497-10.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 16.81% | 24.86%-8.1pp | 151.12%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,552 | $2,236+14.1% | $5,011-49.1% | $2,270+12.4% |
| Participant deferral / active EE | $5,200 | $2,567+102.6% | $5,2020% | $3,740+39.0% |
| Admin fee / account holder | $173 | $400-56.9% | $13,987-98.8% | $513-66.3% |