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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $75,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $47,726 | $64,286-25.8% | $90,965-47.5% | $73,412-35.0% |
| Participation rate | 94.2% | 63.6%+30.6pp | 69.0%+25.2pp | 72.2%+22.0pp |
| Annual return | 10.07% | 21.46%-11.4pp | 134.57%-124.5pp | 59.30%-49.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,927 | $2,453+19.3% | $3,373-13.2% | $3,806-23.1% |
| Admin fee / account holder | $151 | $287-47.3% | $5,960-97.5% | $158-4.2% |