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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,222 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,099 |
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 | $37,725 | $104,336-63.8% | $159,455-76.3% | $86,813-56.5% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.7pp |
| Annual return | 28.44% | 26.32%+2.1pp | 263.63%-235.2pp | 97.93%-69.5pp |
| Employer contribution / active EE | $2,308 | $3,451-33.1% | $4,830-52.2% | $2,406-4.1% |
| Participant deferral / active EE | $11,708 | $6,837+71.2% | $7,353+59.2% | $4,131+183.4% |
| Admin fee / account holder | $182 | $172+5.6% | $10,800-98.3% | $170+7.3% |