Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $65,089 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,338 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,932 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,675 | $75,183+103.1% | $123,892+23.2% | $55,167+176.8% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 13.15% | 19.01%-5.9pp | 47.52%-34.4pp | 169.23%-156.1pp |
| Employer contribution / active EE | $7,135 | $2,823+152.7% | $4,617+54.5% | $1,963+263.5% |
| Participant deferral / active EE | $8,205 | $5,084+61.4% | $5,984+37.1% | $3,054+168.7% |
| Admin fee / account holder | $146 | $663-77.9% | $8,357-98.2% | $504-71.0% |