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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $111,848 |
MCM CPAS & ADVISORS LLP3 years Service code 27 · EIN 27-1235638 | Advisory (Plan) | $18,500 |
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 | $75,541 | $48,471+55.8% | $182,558-58.6% | $67,582+11.8% |
| Participation rate | 97.6% | 67.2%+30.4pp | 78.0%+19.6pp | 71.3%+26.3pp |
| Annual return | 25.15% | 31.08%-5.9pp | 148.59%-123.4pp | 378.57%-353.4pp |
| Employer contribution / active EE | $3,175 | $1,461+117.3% | $4,076-22.1% | $2,148+47.8% |
| Participant deferral / active EE | $8,364 | $3,324+151.6% | $5,526+51.4% | $3,539+136.3% |
| Admin fee / account holder | $172 | $151+13.5% | $8,594-98.0% | $142+20.6% |