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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,040 |
Employer contribution per participant 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 | $35,867 | $54,320-34.0% | $67,652-47.0% | $52,331-31.5% |
| Participation rate | 82.5% | 73.6%+8.9pp | 75.7%+6.8pp | 68.1%+14.4pp |
| Annual return | 0.30% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $295 | $1,544-80.9% | $2,266-87.0% | $1,882-84.3% |
| Participant deferral / active EE | $2,064 | $2,950-30.0% | $3,560-42.0% | $3,022-31.7% |
| Admin fee / account holder | $158 | $527-70.0% | $4,821-96.7% | $592-73.3% |