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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $128,757 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$566,061 |
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 | $68,405 | $159,391-57.1% | $102,460-33.2% | $99,313-31.1% |
| Participation rate | 95.9% | 88.6%+7.4pp | 76.5%+19.4pp | 71.7%+24.2pp |
| Annual return | 19.90% | 19.03%+0.9pp | 29.47%-9.6pp | 17.67%+2.2pp |
| Employer contribution / active EE | $3,280 | $4,207-22.0% | $3,025+8.4% | $3,264+0.5% |
| Participant deferral / active EE | $10,962 | $7,498+46.2% | $5,056+116.8% | $5,346+105.1% |
| Admin fee / account holder | $0 | $159-100.0% | $9,460-100.0% | $109-100.0% |