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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,298 |
BLACKMAN & ASSOCIATES1 year Service code 10 · EIN 47-0831384 | Accounting | $7,500 |
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 | $50,023 | $73,404-31.9% | $87,100-42.6% | $67,579-26.0% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 8.45% | 48.29%-39.8pp | 28.19%-19.7pp | 378.56%-370.1pp |
| Employer contribution / active EE | $2,192 | $2,014+8.8% | $2,521-13.1% | $2,148+2.1% |
| Participant deferral / active EE | $2,872 | $3,913-26.6% | $4,049-29.1% | $3,539-18.8% |
| Admin fee / account holder | $133 | $142-6.2% | $7,497-98.2% | $142-6.6% |