Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $182,004 |
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $45,000 |
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 | $12,698 | $38,833-67.3% | $78,778-83.9% | $77,958-83.7% |
| Participation rate | 88.2% | 60.9%+27.3pp | 69.2%+19.0pp | 71.6%+16.6pp |
| Annual return | 19.36% | 20.31%-0.9pp | 35.62%-16.3pp | 20.87%-1.5pp |
| Employer contribution / active EE | $440 | $840-47.6% | $1,986-77.9% | $2,310-81.0% |
| Participant deferral / active EE | $1,281 | $1,776-27.8% | $2,958-56.7% | $3,537-63.8% |
| Admin fee / account holder | $73 | $89-17.5% | $5,134-98.6% | $97-24.6% |