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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $28,691 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,655 |
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 | $36,014 | $42,396-15.1% | $67,313-46.5% | $56,287-36.0% |
| Participation rate | 70.4% | 61.0%+9.4pp | 69.1%+1.3pp | 69.9%+0.5pp |
| Annual return | -3.21% | -36.63%+33.4pp | -4.08%+0.9pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,336 | $1,414-5.5% | $2,566-47.9% | $2,111-36.7% |
| Participant deferral / active EE | $4,172 | $2,360+76.8% | $3,568+16.9% | $3,350+24.5% |
| Admin fee / account holder | $194 | $510-62.0% | $4,507-95.7% | $521-62.9% |