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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $129,516 |
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 | $67,544 | $176,471-61.7% | $95,964-29.6% | $90,274-25.2% |
| Participation rate | 92.5% | 86.6%+5.9pp | 77.1%+15.4pp | 73.4%+19.1pp |
| Annual return | 14.46% | 20.15%-5.7pp | 91.64%-77.2pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,379 | $2,783-14.5% | $2,541-6.4% | $2,523-5.7% |
| Participant deferral / active EE | $8,552 | $5,325+60.6% | $4,167+105.2% | $4,231+102.1% |
| Admin fee / account holder | $84 | $154-45.8% | $6,797-98.8% | $114-26.7% |