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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,880 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,254 | $100,801-61.1% | $149,745-73.8% | $73,412-46.5% |
| Participation rate | 65.6% | 77.7%-12.1pp | 82.5%-16.9pp | 72.2%-6.6pp |
| Annual return | 51.96% | 265.34%-213.4pp | 276.72%-224.8pp | 59.30%-7.3pp |
| Employer contribution / active EE | $1,461 | $3,312-55.9% | $4,646-68.5% | $2,234-34.6% |
| Participant deferral / active EE | $8,081 | $6,404+26.2% | $6,843+18.1% | $3,806+112.3% |
| Admin fee / account holder | $105 | $181-41.9% | $9,312-98.9% | $158-33.4% |