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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,717 | $80,753-24.8% | $136,294-55.5% | $62,292-2.5% |
| Participation rate | 89.1% | 73.5%+15.5pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 17.29% | 35.83%-18.5pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $429 | $2,884-85.1% | $4,695-90.9% | $2,042-79.0% |
| Participant deferral / active EE | $3,748 | $5,164-27.4% | $6,247-40.0% | $3,169+18.3% |
| Admin fee / account holder | $262 | $525-50.1% | $9,243-97.2% | $479-45.3% |