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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,679 |
Filed as: DYATECH, LLC Service code 13 | Contract Administrator | $11,137 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,057 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 | Contract Administrator | $1,680 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARAING SVCS (WF ADVS Service code 27 | Advisory (Plan) | $75 |
Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,711 | $91,439-39.1% | $135,974-59.0% | $71,511-22.1% |
| Participation rate | 75.1% | 75.7%-0.5pp | 81.9%-6.8pp | 67.9%+7.2pp |
| Annual return | 20.04% | 29.90%-9.9pp | 68.30%-48.3pp | 28.86%-8.8pp |
| Employer contribution / active EE | $3,548 | $3,705-4.2% | $4,859-27.0% | $2,589+37.0% |
| Participant deferral / active EE | $9,057 | $7,093+27.7% | $7,760+16.7% | $4,291+111.1% |
| Admin fee / account holder | $105 | $1,267-91.7% | $10,767-99.0% | $1,588-93.4% |