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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,972 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,825 | $64,909+314.2% | $82,312+226.6% | $62,293+331.5% |
| Participation rate | 84.2% | 74.9%+9.3pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 14.35% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $3,041 | $1,676+81.4% | $2,428+25.2% | $2,042+48.9% |
| Participant deferral / active EE | $3,493 | $3,103+12.6% | $3,706-5.8% | $3,169+10.2% |
| Admin fee / account holder | $28 | $440-93.7% | $5,608-99.5% | $479-94.2% |