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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $49,329 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,419 |
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 | $58,424 | $62,324-6.3% | $68,509-14.7% | $55,191+5.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | 0.70% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,425 | $2,223-35.9% | $2,278-37.4% | $1,899-24.9% |
| Participant deferral / active EE | $4,046 | $3,425+18.1% | $3,382+19.6% | $3,046+32.8% |
| Admin fee / account holder | $122 | $91+33.9% | $5,275-97.7% | $91+34.8% |