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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $17,592 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,805 |
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 | $79,747 | $46,877+70.1% | $122,354-34.8% | $70,126+13.7% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.8pp | 69.5%+26.9pp |
| Annual return | 16.40% | 24.22%-7.8pp | 30.28%-13.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,625 | $1,288+26.1% | $4,051-59.9% | $2,343-30.6% |
| Participant deferral / active EE | $6,734 | $2,167+210.7% | $3,287+104.8% | $3,332+102.1% |
| Admin fee / account holder | $282 | $3,324-91.5% | $5,479-94.8% | $4,645-93.9% |