Filed September 30, 2025
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $15,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,522 | $59,186-14.6% | $76,768-34.2% | $56,287-10.2% |
| Participation rate | 43.7% | 75.2%-31.6pp | 77.0%-33.3pp | 69.9%-26.2pp |
| Annual return | 4.62% | 6.62%-2.0pp | 2.43%+2.2pp | -9.96%+14.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,240 | $3,255-31.2% | $3,852-41.9% | $3,350-33.1% |
| Admin fee / account holder | $228 | $489-53.4% | $6,675-96.6% | $521-56.3% |