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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,329 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $23,426 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 49 · EIN 26-4310632 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 · EIN 34-1542819 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,956 | $42,810-13.7% | $169,452-78.2% | $55,725-33.7% |
| Participation rate | 88.5% | 64.7%+23.8pp | 77.8%+10.8pp | 70.9%+17.7pp |
| Annual return | -4.80% | -3.61%-1.2pp | 1.83%-6.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $486 | $1,402-65.4% | $4,157-88.3% | $2,078-76.6% |
| Participant deferral / active EE | $3,399 | $3,141+8.2% | $5,277-35.6% | $3,356+1.3% |
| Admin fee / account holder | $115 | $106+7.9% | $9,110-98.7% | $115-0.3% |