Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $95,688 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $33,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,030 | $33,232-66.8% | $71,796-84.6% | $63,975-82.8% |
| Participation rate | 88.9% | 60.1%+28.7pp | 69.1%+19.7pp | 71.1%+17.7pp |
| Annual return | 4.73% | 11.99%-7.3pp | 78.04%-73.3pp | 48.65%-43.9pp |
| Employer contribution / active EE | $408 | $723-43.6% | $1,924-78.8% | $2,182-81.3% |
| Participant deferral / active EE | $1,204 | $1,604-24.9% | $2,794-56.9% | $3,356-64.1% |
| Admin fee / account holder | $71 | $63+12.5% | $4,815-98.5% | $70+1.4% |