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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,723 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,302 | $101,672-41.7% | $147,117-59.7% | $74,478-20.4% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 18.54% | 8757.83%-8739.3pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $2,065 | $3,813-45.8% | $4,932-58.1% | $2,626-21.4% |
| Participant deferral / active EE | $13,199 | $7,305+80.7% | $8,065+63.7% | $4,350+203.4% |
| Admin fee / account holder | $299 | $1,753-83.0% | $12,993-97.7% | $1,946-84.7% |