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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, N.AL Service code 15 · EIN 94-1347393 | Recordkeeping | $65,446 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,340 | $33,826-25.1% | $88,632-71.4% | $67,582-62.5% |
| Participation rate | 77.0% | 64.6%+12.4pp | 68.8%+8.3pp | 71.3%+5.7pp |
| Annual return | 18.14% | 68.24%-50.1pp | 43.75%-25.6pp | 378.57%-360.4pp |
| Employer contribution / active EE | $1,102 | $1,232-10.6% | $2,101-47.6% | $2,148-48.7% |
| Participant deferral / active EE | $990 | $2,089-52.6% | $2,917-66.0% | $3,539-72.0% |
| Admin fee / account holder | $96 | $134-27.9% | $4,308-97.8% | $142-32.3% |