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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFIED GLOBAL INVST STRATEGIES Service code 16 · EIN 81-0972298 | Consulting | $22,975 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,641 |
Service code 16 · EIN 59-2937883 | Consulting | $7,486 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $62,783 | $48,576+29.2% | $169,452-62.9% | $56,287+11.5% |
| Participation rate | 76.2% | 65.8%+10.3pp | 77.8%-1.6pp | 69.9%+6.3pp |
| Annual return | -6.59% | -2.51%-4.1pp | 1.83%-8.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $605 | $1,559-61.2% | $4,157-85.4% | $2,111-71.3% |
| Participant deferral / active EE | $3,621 | $3,275+10.5% | $5,277-31.4% | $3,350+8.1% |
| Admin fee / account holder | $271 | $435-37.7% | $9,110-97.0% | $521-47.9% |