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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARAING SVCS (WF ADVS Service code 27 | Advisory (Plan) | $20,498 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,474 |
Filed as: DYATECH, LLC Service code 13 | Contract Administrator | $14,963 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,953 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 | Contract Administrator | $1,121 |
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 | $44,309 | $84,493-47.6% | $125,381-64.7% | $66,938-33.8% |
| Participation rate | 74.1% | 76.4%-2.3pp | 82.4%-8.3pp | 69.8%+4.3pp |
| Annual return | -14.86% | -8.49%-6.4pp | 572.31%-587.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,299 | $3,554-7.2% | $4,815-31.5% | $2,545+29.6% |
| Participant deferral / active EE | $7,150 | $6,783+5.4% | $7,448-4.0% | $4,238+68.7% |
| Admin fee / account holder | $94 | $685-86.2% | $10,007-99.1% | $594-84.1% |