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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,321 |
Filed as: DIVERSIFIED GLOBAL INVESTMENT Service code 27 · EIN 81-0972298 | Advisory (Plan) | $16,553 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $8,302 |
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 | $84,919 | $62,132+36.7% | $185,835-54.3% | $73,493+15.5% |
| Participation rate | 82.1% | 67.8%+14.3pp | 78.0%+4.0pp | 70.7%+11.4pp |
| Annual return | 13.23% | 20.44%-7.2pp | 35.96%-22.7pp | 28.51%-15.3pp |
| Employer contribution / active EE | $696 | $1,681-58.6% | $4,087-83.0% | $2,270-69.3% |
| Participant deferral / active EE | $5,023 | $3,711+35.3% | $5,633-10.8% | $3,740+34.3% |
| Admin fee / account holder | $294 | $419-29.8% | $9,502-96.9% | $513-42.7% |