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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,288 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,850 | $99,957+10.9% | $149,696-25.9% | $73,488+50.8% |
| Participation rate | 76.8% | 75.7%+1.1pp | 82.5%-5.7pp | 70.7%+6.1pp |
| Annual return | 15.77% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $355 | $3,191-88.9% | $4,644-92.4% | $2,270-84.4% |
| Participant deferral / active EE | $4,849 | $6,073-20.1% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $350 | $551-36.5% | $9,309-96.2% | $513-31.8% |