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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,737 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,031 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $34,491 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,012 | $54,213-31.7% | $93,696-60.5% | $77,736-52.4% |
| Participation rate | 95.3% | 64.0%+31.3pp | 68.7%+26.5pp | 70.6%+24.7pp |
| Annual return | 10.67% | 30.55%-19.9pp | 133.74%-123.1pp | 31.26%-20.6pp |
| Employer contribution / active EE | $2,474 | $1,168+111.8% | $2,422+2.1% | $2,728-9.3% |
| Participant deferral / active EE | $5,336 | $3,145+69.6% | $4,417+20.8% | $4,651+14.7% |
| Admin fee / account holder | $256 | $575-55.5% | $8,287-96.9% | $433-40.9% |