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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $16,776 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,080 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,648 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59 |
1ST GLOBAL CAPITAL CORP4+ years Service code 28 8150 N. CENTRAL EXPY STE 500 · DALLAS, TX 75206 | Investment Management | $0 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE #290 · COPLEY, OH 443212952 | Actuarial | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,172 | $48,576-56.4% | $169,452-87.5% | $56,287-62.4% |
| Participation rate | 90.0% | 65.8%+24.1pp | 77.8%+12.2pp | 69.9%+20.1pp |
| Annual return | -8.52% | -2.51%-6.0pp | 1.83%-10.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $596 | $1,559-61.8% | $4,157-85.7% | $2,111-71.8% |
| Participant deferral / active EE | $2,810 | $3,275-14.2% | $5,277-46.7% | $3,350-16.1% |
| Admin fee / account holder | $106 | $435-75.6% | $9,110-98.8% | $521-79.6% |