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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,181 |
Service code 10 · EIN 77-0076647 | Accounting | $24,500 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $17,263 |
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 | $24,903 | $35,955-30.7% | $78,210-68.2% | $69,631-64.2% |
| Participation rate | 75.1% | 67.2%+7.9pp | 68.7%+6.3pp | 70.7%+4.4pp |
| Annual return | 18.56% | 16.42%+2.1pp | 40.90%-22.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $0 | $1,244-100.0% | $2,034-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,459 | $2,107-30.8% | $2,823-48.3% | $3,224-54.7% |
| Admin fee / account holder | $203 | $86+136.2% | $3,758-94.6% | $110+83.8% |