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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,483 |
Filed as: DYATECH, LLC Service code 13 | Contract Administrator | $7,832 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,087 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 | Contract Administrator | $847 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARAING SVCS (WF ADVS Service code 27 | Advisory (Plan) | $2 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,790 | $104,479-57.1% | $159,474-71.9% | $79,391-43.6% |
| Participation rate | 87.5% | 76.6%+10.9pp | 82.8%+4.7pp | 70.7%+16.8pp |
| Annual return | 15.26% | 67.98%-52.7pp | 263.68%-248.4pp | 116.88%-101.6pp |
| Employer contribution / active EE | $3,944 | $3,417+15.4% | $4,831-18.4% | $2,428+62.5% |
| Participant deferral / active EE | $7,066 | $6,468+9.2% | $7,353-3.9% | $4,046+74.6% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |