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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 99 | Other Fees | $61,623 |
Filed as: VRIAC Service code 15 · EIN 71-0294708 | Recordkeeping | $34,153 |
THE BENEFIT PRACTICE6 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Contract Administrator | $12,770 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $2,518 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,384 | $53,165-50.4% | $86,216-69.4% | $74,460-64.6% |
| Participation rate | 89.4% | 64.9%+24.5pp | 69.0%+20.4pp | 70.7%+18.6pp |
| Annual return | 14.62% | 22.64%-8.0pp | 1169.42%-1154.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $2,074 | $1,210+71.4% | $2,382-12.9% | $2,638-21.4% |
| Participant deferral / active EE | $5,247 | $3,234+62.2% | $3,986+31.6% | $4,530+15.8% |
| Admin fee / account holder | $62 | $551-88.8% | $6,853-99.1% | $348-82.2% |