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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,065 |
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 | $22,607 | $55,657-59.4% | $63,412-64.3% | $55,191-59.0% |
| Participation rate | 80.7% | 63.4%+17.2pp | 67.1%+13.6pp | 69.2%+11.5pp |
| Annual return | -0.92% | -0.22%-0.7pp | 4.04%-5.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $434 | $1,026-57.7% | $1,814-76.1% | $1,899-77.1% |
| Participant deferral / active EE | $1,765 | $1,817-2.9% | $2,496-29.3% | $3,046-42.1% |
| Admin fee / account holder | $102 | $272-62.4% | $3,753-97.3% | $91+12.4% |