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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $46,164 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,081 | $54,573-26.6% | $90,951-55.9% | $73,488-45.5% |
| Participation rate | 93.3% | 61.2%+32.2pp | 69.0%+24.3pp | 70.7%+22.7pp |
| Annual return | 2.84% | 16.69%-13.8pp | 134.60%-131.8pp | 28.51%-25.7pp |
| Employer contribution / active EE | $1,117 | $991+12.6% | $2,122-47.4% | $2,270-50.8% |
| Participant deferral / active EE | $3,613 | $2,517+43.6% | $3,373+7.1% | $3,740-3.4% |
| Admin fee / account holder | $289 | $521-44.7% | $5,959-95.2% | $513-43.8% |