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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,388 |
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 | $41,650 | $33,067+26.0% | $76,518-45.6% | $56,287-26.0% |
| Participation rate | 94.3% | 55.4%+38.9pp | 68.0%+26.3pp | 69.9%+24.5pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,313 | $2,240+92.5% | $3,836+12.4% | $3,350+28.8% |
| Admin fee / account holder | $88 | $537-83.7% | $4,849-98.2% | $521-83.2% |