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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,171 |
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 | $243,473 | $60,165+304.7% | $74,184+228.2% | $55,167+341.3% |
| Participation rate | 85.6% | 74.2%+11.5pp | 76.6%+9.0pp | 69.0%+16.6pp |
| Annual return | 7.14% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,934 | $1,600+83.4% | $2,370+23.8% | $1,963+49.5% |
| Participant deferral / active EE | $3,542 | $2,973+19.2% | $3,550-0.2% | $3,054+16.0% |
| Admin fee / account holder | $21 | $419-95.0% | $5,586-99.6% | $504-95.9% |