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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,785 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $15,921 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,069 | $79,223+13.7% | $102,460-12.1% | $74,478+20.9% |
| Participation rate | 84.6% | 74.8%+9.8pp | 76.5%+8.1pp | 67.2%+17.3pp |
| Annual return | 27.77% | 54.98%-27.2pp | 29.47%-1.7pp | 1370.56%-1342.8pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,812 | $4,417-13.7% | $5,056-24.6% | $4,350-12.4% |
| Admin fee / account holder | $239 | $2,003-88.1% | $9,460-97.5% | $1,946-87.7% |