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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $87,838 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,686 | $107,440-67.7% | $105,736-67.2% | $55,725-37.8% |
| Participation rate | 93.6% | 55.5%+38.1pp | 76.3%+17.2pp | 70.9%+22.7pp |
| Annual return | -5.50% | -0.59%-4.9pp | 6.27%-11.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,819 | $1,448+232.8% | $3,268+47.5% | $2,078+131.9% |
| Participant deferral / active EE | $3,446 | $2,171+58.7% | $4,080-15.5% | $3,356+2.7% |
| Admin fee / account holder | $76 | $283-73.2% | $6,913-98.9% | $115-34.1% |