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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,729 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $80,558 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,570 | $64,612-52.7% | $86,439-64.6% | $64,814-52.8% |
| Participation rate | 93.6% | 81.5%+12.2pp | 80.3%+13.3pp | 71.5%+22.2pp |
| Annual return | -8.67% | 0.66%-9.3pp | 4395.55%-4404.2pp | 32.84%-41.5pp |
| Employer contribution / active EE | $35 | $2,744-98.7% | $3,769-99.1% | $2,507-98.6% |
| Participant deferral / active EE | $8,646 | $7,497+15.3% | $6,952+24.4% | $4,310+100.6% |
| Admin fee / account holder | $287 | $169+69.8% | $6,732-95.7% | $188+52.9% |