Filed February 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $28,984 |
EDBERG & PERRY INC5+ years Service code 15 · EIN 86-0738258 | Recordkeeping | $4,172 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,172 |
Service code 10 · EIN 20-0640473 | Accounting | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 22 | Insurance Broker | $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 | $41,850 | $111,608-62.5% | $177,821-76.5% | $73,409-43.0% |
| Participation rate | 89.2% | 87.9%+1.3pp | 87.7%+1.5pp | 72.2%+17.0pp |
| Annual return | 18.98% | 18.23%+0.7pp | 48.32%-29.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $3,122 | $3,796-17.8% | $5,918-47.3% | $2,234+39.8% |
| Participant deferral / active EE | $8,925 | $6,199+44.0% | $7,714+15.7% | $3,805+134.5% |
| Admin fee / account holder | $203 | $166+22.4% | $12,427-98.4% | $158+28.3% |