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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,383 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,644 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $26,803 |
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 | $45,713 | $56,047-18.4% | $98,716-53.7% | $79,634-42.6% |
| Participation rate | 94.4% | 54.6%+39.8pp | 69.3%+25.2pp | 62.5%+32.0pp |
| Annual return | 15.78% | 17.58%-1.8pp | 31.81%-16.0pp | 36.46%-20.7pp |
| Employer contribution / active EE | $2,837 | $1,237+129.4% | $2,279+24.5% | $2,529+12.2% |
| Participant deferral / active EE | $6,003 | $2,469+143.1% | $4,048+48.3% | $3,835+56.5% |
| Admin fee / account holder | $269 | $1,512-82.2% | $8,703-96.9% | $1,002-73.2% |