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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,029 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $25,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,618 | $40,174-36.2% | $84,023-69.5% | $67,582-62.1% |
| Participation rate | 81.7% | 62.7%+19.0pp | 69.0%+12.7pp | 71.3%+10.4pp |
| Annual return | 21.68% | 25.82%-4.1pp | 71.32%-49.6pp | 378.57%-356.9pp |
| Employer contribution / active EE | $1,507 | $808+86.6% | $1,984-24.0% | $2,148-29.8% |
| Participant deferral / active EE | $3,091 | $2,301+34.3% | $3,239-4.6% | $3,539-12.7% |
| Admin fee / account holder | $239 | $128+86.6% | $6,102-96.1% | $142+68.3% |