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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $131,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,259 | $176,471-78.9% | $95,968-61.2% | $90,274-58.7% |
| Participation rate | 94.0% | 86.6%+7.5pp | 77.1%+16.9pp | 73.4%+20.7pp |
| Annual return | 31.45% | 20.15%+11.3pp | 91.65%-60.2pp | 53.97%-22.5pp |
| Employer contribution / active EE | $1,594 | $2,783-42.7% | $2,542-37.3% | $2,523-36.8% |
| Participant deferral / active EE | $6,037 | $5,325+13.4% | $4,167+44.9% | $4,231+42.7% |
| Admin fee / account holder | $4 | $154-97.5% | $6,798-99.9% | $114-96.6% |