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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,922 |
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 | $59,574 | $71,192-16.3% | $117,854-49.5% | $62,292-4.4% |
| Participation rate | 88.6% | 74.2%+14.4pp | 79.7%+8.9pp | 69.5%+19.1pp |
| Annual return | 13.05% | 18.66%-5.6pp | 335.08%-322.0pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,397 | $3,189+37.9% | $4,482-1.9% | $3,169+38.7% |
| Admin fee / account holder | $247 | $587-58.0% | $8,020-96.9% | $479-48.5% |