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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,048 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,380 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,073 | $58,290-21.0% | $98,442-53.2% | $86,799-46.9% |
| Participation rate | 83.5% | 68.3%+15.1pp | 73.3%+10.1pp | 72.3%+11.2pp |
| Annual return | 13.80% | 43.48%-29.7pp | 1492.73%-1478.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $219 | $2,008-89.1% | $2,960-92.6% | $2,405-90.9% |
| Participant deferral / active EE | $1,462 | $3,152-53.6% | $4,276-65.8% | $4,131-64.6% |
| Admin fee / account holder | $160 | $138+16.5% | $5,949-97.3% | $170-5.4% |