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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $10,110 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $7,829 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $37,197-100.0% | $311,837-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -4.31% | -0.69%-3.6pp | 4677.09%-4681.4pp | -0.69%-3.6pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $49,501-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $312-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |