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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $24,639 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,561 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,546 | $80,763-62.2% | $102,412-70.2% | $74,459-59.0% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 13.22% | 27.57%-14.3pp | 24.94%-11.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,921 | $3,160-39.2% | $3,870-50.4% | $2,626-26.9% |
| Participant deferral / active EE | $3,223 | $3,862-16.5% | $5,060-36.3% | $4,350-25.9% |
| Admin fee / account holder | $118 | $2,371-95.0% | $8,388-98.6% | $1,945-94.0% |