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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $389,738 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $10,833 |
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 | $36,001 | $85,635-58.0% | $123,894-70.9% | $63,975-43.7% |
| Participation rate | 97.0% | 74.9%+22.1pp | 81.4%+15.6pp | 71.1%+25.9pp |
| Annual return | 14.07% | 15.74%-1.7pp | 47.52%-33.4pp | 48.65%-34.6pp |
| Employer contribution / active EE | $2,114 | $3,076-31.3% | $4,617-54.2% | $2,182-3.1% |
| Participant deferral / active EE | $4,994 | $5,667-11.9% | $5,984-16.5% | $3,356+48.8% |
| Admin fee / account holder | $74 | $75-1.1% | $8,357-99.1% | $70+5.2% |