Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,865 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $6,154 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,856 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $128,027 | $70,002+82.9% | $115,038+11.3% | $52,331+144.7% |
| Participation rate | 98.8% | 72.1%+26.7pp | 81.4%+17.4pp | 68.1%+30.7pp |
| Annual return | 2.05% | 4.04%-2.0pp | 26.14%-24.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $5,719 | $2,715+110.6% | $4,608+24.1% | $1,882+203.9% |
| Participant deferral / active EE | $7,135 | $4,920+45.0% | $6,026+18.4% | $3,022+136.1% |
| Admin fee / account holder | $8 | $566-98.5% | $8,175-99.9% | $592-98.6% |