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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $213,824 |
Service code 16 · EIN 43-1451524 | Consulting | $24,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,835 | $53,932-11.3% | $134,143-64.3% | $90,288-47.0% |
| Participation rate | 90.3% | 60.4%+29.9pp | 72.2%+18.1pp | 73.4%+16.9pp |
| Annual return | 11.00% | 23.16%-12.2pp | 36.33%-25.3pp | 53.97%-43.0pp |
| Employer contribution / active EE | $1,030 | $1,611-36.1% | $3,704-72.2% | $2,524-59.2% |
| Participant deferral / active EE | $2,233 | $2,432-8.2% | $3,499-36.2% | $4,232-47.2% |
| Admin fee / account holder | $120 | $104+15.8% | $6,684-98.2% | $114+5.2% |