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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $102,609 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,174 | $79,519-4.2% | $95,960-20.6% | $73,412+3.8% |
| Participation rate | 89.6% | 81.2%+8.4pp | 77.1%+12.5pp | 72.2%+17.4pp |
| Annual return | 11.58% | 19.20%-7.6pp | 91.63%-80.1pp | 59.30%-47.7pp |
| Employer contribution / active EE | $583 | $2,048-71.5% | $2,541-77.1% | $2,234-73.9% |
| Participant deferral / active EE | $3,410 | $4,138-17.6% | $4,167-18.2% | $3,806-10.4% |
| Admin fee / account holder | $141 | $184-23.6% | $6,797-97.9% | $158-10.8% |