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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $139,732 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
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 | $31,525 | $37,884-16.8% | $79,466-60.3% | $75,289-58.1% |
| Participation rate | 89.9% | 65.0%+24.9pp | 73.3%+16.6pp | 72.4%+17.5pp |
| Annual return | 6.39% | 1.06%+5.3pp | 718.28%-711.9pp | -0.04%+6.4pp |
| Employer contribution / active EE | $1,525 | $1,680-9.2% | $2,800-45.5% | $2,405-36.6% |
| Participant deferral / active EE | $4,304 | $2,569+67.6% | $3,704+16.2% | $3,739+15.1% |
| Admin fee / account holder | $94 | $77+22.9% | $5,104-98.2% | $102-8.0% |