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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $29,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,498 | $65,592-20.0% | $90,161-41.8% | $69,631-24.6% |
| Participation rate | 94.0% | 77.6%+16.4pp | 76.9%+17.2pp | 70.7%+23.3pp |
| Annual return | 26.96% | 57.10%-30.1pp | 34.89%-7.9pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $1,104 | $2,193-49.7% | $3,318-66.7% | $2,032-45.7% |
| Participant deferral / active EE | $10,105 | $5,257+92.2% | $5,287+91.1% | $3,224+213.5% |
| Admin fee / account holder | $2 | $86-97.5% | $5,943-100.0% | $110-98.1% |