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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,634 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $29,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,003 | $55,457+26.2% | $76,119-8.0% | $77,736-9.9% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 13.57% | 17.09%-3.5pp | 361.25%-347.7pp | 31.26%-17.7pp |
| Employer contribution / active EE | $2,474 | $1,792+38.0% | $2,693-8.1% | $2,728-9.3% |
| Participant deferral / active EE | $4,730 | $3,454+36.9% | $4,259+11.1% | $4,651+1.7% |
| Admin fee / account holder | $255 | $411-38.0% | $6,421-96.0% | $433-41.3% |