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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 99 · EIN 34-1542819 | Other Fees | $38,865 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,164 |
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 | $230,889 | $60,393+282.3% | $81,820+182.2% | $74,429+210.2% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.4%+22.6pp | 67.2%+27.8pp |
| Annual return | 23.16% | 16.89%+6.3pp | 777.93%-754.8pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $6,669 | $2,626+153.9% | $2,915+128.8% | $2,625+154.1% |
| Participant deferral / active EE | $11,839 | $3,397+248.5% | $4,323+173.9% | $4,348+172.3% |
| Admin fee / account holder | $40 | $1,491-97.3% | $7,391-99.5% | $1,944-97.9% |