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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,211 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,498 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,641 | $58,888-73.4% | $178,498-91.2% | $73,493-78.7% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.7pp |
| Annual return | 14.28% | 24.86%-10.6pp | 151.09%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $619 | $2,236-72.3% | $5,011-87.6% | $2,270-72.7% |
| Participant deferral / active EE | $729 | $2,568-71.6% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $102 | $400-74.4% | $13,985-99.3% | $513-80.1% |