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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARBO BANK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $19,070 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,793 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,246 | $43,133+44.3% | $89,414-30.4% | $73,493-15.3% |
| Participation rate | 95.1% | 55.0%+40.1pp | 68.0%+27.1pp | 70.7%+24.4pp |
| Annual return | 15.79% | 135.66%-119.9pp | 245.50%-229.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,359 | $1,438-5.5% | $2,586-47.5% | $2,270-40.2% |
| Participant deferral / active EE | $5,137 | $2,445+110.1% | $3,890+32.1% | $3,740+37.4% |
| Admin fee / account holder | $135 | $444-69.5% | $4,883-97.2% | $513-73.6% |