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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $54,369 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,917 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,155 | $75,284-21.4% | $91,004-35.0% | $69,631-15.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 13.91% | 48.40%-34.5pp | 4.60%+9.3pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,384 | $2,473-44.0% | $2,456-43.6% | $2,032-31.9% |
| Participant deferral / active EE | $3,759 | $3,700+1.6% | $3,548+6.0% | $3,224+16.6% |
| Admin fee / account holder | $106 | $111-4.2% | $5,417-98.0% | $110-4.1% |