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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $30,594 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,145 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,689 |
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 | $32,510 | $42,367-23.3% | $79,583-59.1% | $64,824-49.8% |
| Participation rate | 85.7% | 64.7%+20.9pp | 69.5%+16.2pp | 71.5%+14.2pp |
| Annual return | -17.32% | -12.24%-5.1pp | 0.16%-17.5pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,573 | $1,181+117.9% | $2,414+6.6% | $2,507+2.6% |
| Participant deferral / active EE | $5,717 | $3,168+80.5% | $3,986+43.4% | $4,311+32.6% |
| Admin fee / account holder | $235 | $160+47.5% | $6,835-96.6% | $188+25.3% |