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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $165,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,559 | $70,002+180.8% | $115,038+70.9% | $52,331+275.6% |
| Participation rate | 82.9% | 72.1%+10.8pp | 81.4%+1.5pp | 68.1%+14.8pp |
| Annual return | 1.00% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,675 | $2,715-1.5% | $4,608-41.9% | $1,882+42.2% |
| Participant deferral / active EE | $7,850 | $4,920+59.6% | $6,026+30.3% | $3,022+159.8% |
| Admin fee / account holder | $551 | $566-2.7% | $8,175-93.3% | $592-6.9% |