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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 48-1305000 | Investment Management | $32,083 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $19,385 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,519 | $95,542+25.1% | $69,461+72.1% | $67,579+76.9% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.9pp | 71.3%+27.2pp |
| Annual return | 15.52% | 17.67%-2.1pp | 28.97%-13.4pp | 378.56%-363.0pp |
| Employer contribution / active EE | $3,310 | $2,989+10.7% | $2,779+19.1% | $2,148+54.1% |
| Participant deferral / active EE | $6,101 | $3,263+87.0% | $3,536+72.5% | $3,539+72.4% |
| Admin fee / account holder | $32 | $90-64.2% | $3,840-99.2% | $142-77.4% |