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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $128,190 |
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 | $99,821 | $74,347+34.3% | $93,606+6.6% | $67,579+47.7% |
| Participation rate | 98.3% | 80.6%+17.7pp | 75.8%+22.5pp | 71.3%+27.0pp |
| Annual return | 18.97% | 28.07%-9.1pp | 32.76%-13.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,504 | $2,583-41.8% | $2,718-44.7% | $2,148-30.0% |
| Participant deferral / active EE | $4,733 | $4,060+16.6% | $4,069+16.3% | $3,539+33.7% |
| Admin fee / account holder | $281 | $123+128.7% | $7,888-96.4% | $142+97.1% |