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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,283 |
BLACKMAN & ASSOCIATES, P.C.2+ years Service code 10 · EIN 47-0813849 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,622 | $69,305-12.5% | $82,313-26.4% | $69,631-12.9% |
| Participation rate | 99.1% | 80.3%+18.8pp | 76.9%+22.2pp | 70.7%+28.4pp |
| Annual return | 11.03% | 21.47%-10.4pp | 25.88%-14.8pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $1,040 | $1,887-44.9% | $2,428-57.2% | $2,032-48.8% |
| Participant deferral / active EE | $2,698 | $3,568-24.4% | $3,706-27.2% | $3,224-16.3% |
| Admin fee / account holder | $128 | $97+32.1% | $5,608-97.7% | $110+16.2% |