Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,495 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,090 |
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 | $45,260 | $75,388-40.0% | $123,552-63.4% | $55,725-18.8% |
| Participation rate | 97.0% | 75.7%+21.4pp | 82.3%+14.7pp | 70.9%+26.2pp |
| Annual return | -2.23% | 4.48%-6.7pp | 119.20%-121.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $923 | $3,063-69.9% | $4,628-80.1% | $2,078-55.6% |
| Participant deferral / active EE | $6,076 | $5,651+7.5% | $6,426-5.5% | $3,356+81.1% |
| Admin fee / account holder | $137 | $120+14.3% | $9,285-98.5% | $115+18.8% |