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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,110 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,556 |
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 | $29,088 | $82,163-64.6% | $125,381-76.8% | $64,819-55.1% |
| Participation rate | 96.0% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -17.41% | 3.49%-20.9pp | 572.31%-589.7pp | 32.84%-50.3pp |
| Employer contribution / active EE | $2,294 | $3,616-36.6% | $4,815-52.4% | $2,507-8.5% |
| Participant deferral / active EE | $13,204 | $7,175+84.0% | $7,448+77.3% | $4,311+206.3% |
| Admin fee / account holder | $166 | $163+2.0% | $10,007-98.3% | $188-11.4% |