Filed October 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $163,375 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $47,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,629 | $68,092-34.5% | $73,309-39.1% | $59,188-24.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 74.9%+19.5pp | 69.4%+24.9pp |
| Annual return | -0.72% | 5.93%-6.6pp | 5.67%-6.4pp | 5.51%-6.2pp |
| Employer contribution / active EE | $2,339 | $2,018+15.9% | $3,237-27.8% | $2,098+11.5% |
| Participant deferral / active EE | $5,783 | $5,041+14.7% | $4,991+15.9% | $3,265+77.1% |
| Admin fee / account holder | $79 | $630-87.5% | $5,635-98.6% | $92-14.4% |