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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $121,060 |
PARKE, GUPTILL & COMPANY, LLP2+ years Service code 10 · EIN 95-3378831 | Accounting | $7,500 |
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 | $27,160 | $37,044-26.7% | $71,796-62.2% | $57,658-52.9% |
| Participation rate | 95.9% | 61.1%+34.8pp | 69.1%+26.8pp | 70.2%+25.6pp |
| Annual return | 9.22% | 12.64%-3.4pp | 78.04%-68.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,983 | $1,974+51.1% | $2,794+6.7% | $3,061-2.5% |
| Admin fee / account holder | $161 | $101+59.5% | $4,815-96.7% | $95+70.3% |