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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $62,421 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $56,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,857 | $56,540-10.1% | $185,851-72.6% | $86,821-41.4% |
| Participation rate | 92.8% | 65.5%+27.3pp | 81.7%+11.1pp | 72.3%+20.5pp |
| Annual return | 15.18% | 118.20%-103.0pp | 122.11%-106.9pp | 97.94%-82.8pp |
| Employer contribution / active EE | $1,949 | $1,844+5.7% | $5,168-62.3% | $2,406-19.0% |
| Participant deferral / active EE | $4,038 | $2,555+58.0% | $5,569-27.5% | $4,132-2.3% |
| Admin fee / account holder | $132 | $150-11.5% | $16,245-99.2% | $170-21.9% |