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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,465 |
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 | $61,165 | $57,108+7.1% | $94,229-35.1% | $52,331+16.9% |
| Participation rate | 72.2% | 72.9%-0.7pp | 78.8%-6.6pp | 68.1%+4.1pp |
| Annual return | -1.45% | 1.47%-2.9pp | 10.68%-12.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,238 | $1,735-28.6% | $3,587-65.5% | $1,882-34.2% |
| Participant deferral / active EE | $2,520 | $3,040-17.1% | $4,320-41.7% | $3,022-16.6% |
| Admin fee / account holder | $241 | $546-56.0% | $6,269-96.2% | $592-59.3% |