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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $19,859 |
NOVA 401(K) ASSOCIATES1+ years Service code 15 · EIN 20-1181458 | Recordkeeping | $3,394 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $2,608 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,542 | $75,832-3.0% | $147,617-50.2% | $59,633+23.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.51% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $7,595 | $3,485+117.9% | $5,564+36.5% | $2,203+244.8% |
| Participant deferral / active EE | $3,766 | $3,131+20.3% | $4,895-23.1% | $3,192+18.0% |
| Admin fee / account holder | $46 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |