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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $173,698 |
WELLS FARGO BANK, N.A.2 years 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 | $38,322 | $44,794-14.5% | $90,304-57.6% | $77,775-50.7% |
| Participation rate | 89.6% | 66.6%+23.0pp | 73.3%+16.3pp | 73.2%+16.4pp |
| Annual return | 49.16% | 28.23%+20.9pp | 78.13%-29.0pp | 32.58%+16.6pp |
| Employer contribution / active EE | $1,659 | $1,809-8.3% | $2,855-41.9% | $2,504-33.7% |
| Participant deferral / active EE | $4,269 | $2,642+61.6% | $3,885+9.9% | $3,966+7.7% |
| Admin fee / account holder | $86 | $94-9.2% | $5,354-98.4% | $100-14.3% |