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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,731 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,882 | $88,730-56.2% | $82,312-52.8% | $77,958-50.1% |
| Participation rate | 95.8% | 84.5%+11.3pp | 76.9%+18.9pp | 71.6%+24.2pp |
| Annual return | 18.04% | 20.88%-2.8pp | 25.88%-7.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,387 | $2,758-49.7% | $2,428-42.9% | $2,310-40.0% |
| Participant deferral / active EE | $2,555 | $4,634-44.9% | $3,706-31.1% | $3,537-27.8% |
| Admin fee / account holder | $66 | $74-10.1% | $5,608-98.8% | $97-31.7% |