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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $22,715 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,021 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $80,410 | $54,590+47.3% | $81,726-1.6% | $73,497+9.4% |
| Participation rate | 89.0% | 68.3%+20.7pp | 72.0%+17.0pp | 70.7%+18.3pp |
| Annual return | 12.23% | 17.74%-5.5pp | 29.49%-17.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $788 | $1,636-51.9% | $4,311-81.7% | $2,270-65.3% |
| Participant deferral / active EE | $2,617 | $2,759-5.1% | $7,108-63.2% | $3,740-30.0% |
| Admin fee / account holder | $185 | $592-68.7% | $5,160-96.4% | $513-63.9% |