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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,808 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,449 | $80,753-51.1% | $136,298-71.1% | $62,293-36.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.71% | 35.83%-19.1pp | 5156.27%-5139.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,359 | $2,884-18.2% | $4,696-49.8% | $2,042+15.5% |
| Participant deferral / active EE | $2,477 | $5,164-52.0% | $6,247-60.4% | $3,169-21.8% |
| Admin fee / account holder | $193 | $525-63.3% | $9,244-97.9% | $479-59.7% |