Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,113 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,192 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,098 | $48,166+55.9% | $96,562-22.2% | $93,030-19.3% |
| Participation rate | 96.0% | 65.1%+30.9pp | 69.8%+26.2pp | 73.9%+22.1pp |
| Annual return | 17.50% | 21.31%-3.8pp | 37.78%-20.3pp | 158.70%-141.2pp |
| Employer contribution / active EE | $2,365 | $1,070+121.1% | $2,356+0.4% | $2,706-12.6% |
| Participant deferral / active EE | $4,090 | $2,576+58.8% | $3,849+6.3% | $4,562-10.4% |
| Admin fee / account holder | $6 | $110-94.3% | $6,181-99.9% | $152-95.8% |