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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $377,563 |
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 | $30,992 | $86,791-64.3% | $115,038-73.1% | $59,188-47.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 81.4%+16.2pp | 69.4%+28.1pp |
| Annual return | 0.10% | 4.44%-4.3pp | 26.14%-26.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $1,961 | $2,950-33.5% | $4,608-57.4% | $2,098-6.5% |
| Participant deferral / active EE | $4,553 | $5,298-14.1% | $6,026-24.4% | $3,265+39.5% |
| Admin fee / account holder | $75 | $95-21.0% | $8,175-99.1% | $92-18.7% |