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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,236 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,980 | $73,404-45.5% | $87,103-54.1% | $67,582-40.8% |
| Participation rate | 94.0% | 80.9%+13.2pp | 76.9%+17.2pp | 71.3%+22.8pp |
| Annual return | 14.77% | 48.29%-33.5pp | 28.19%-13.4pp | 378.57%-363.8pp |
| Employer contribution / active EE | $1,201 | $2,014-40.3% | $2,521-52.4% | $2,148-44.1% |
| Participant deferral / active EE | $2,399 | $3,913-38.7% | $4,049-40.8% | $3,539-32.2% |
| Admin fee / account holder | $74 | $142-47.7% | $7,491-99.0% | $142-47.9% |