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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $96,005 |
LPL FINANCIAL2+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $54,544 |
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 | $90,579 | $41,281+119.4% | $109,313-17.1% | $57,658+57.1% |
| Participation rate | 92.5% | 59.3%+33.2pp | 71.3%+21.3pp | 70.2%+22.3pp |
| Annual return | 7.61% | 8.97%-1.4pp | 22.07%-14.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,925 | $1,201+60.2% | $3,892-50.5% | $1,974-2.5% |
| Participant deferral / active EE | $6,644 | $2,223+198.9% | $3,166+109.8% | $3,061+117.1% |
| Admin fee / account holder | $206 | $75+173.1% | $5,666-96.4% | $95+117.4% |