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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $250,048 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $20,000 |
Service code 27 · EIN 84-4657252 | Advisory (Plan) | $19,698 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,808 | $43,236+1.3% | $82,744-47.1% | $77,906-43.8% |
| Participation rate | 94.8% | 64.2%+30.6pp | 72.6%+22.2pp | 73.7%+21.1pp |
| Annual return | -13.73% | 2.40%-16.1pp | 702.22%-716.0pp | 12.16%-25.9pp |
| Employer contribution / active EE | $2,174 | $1,924+13.0% | $3,008-27.7% | $2,846-23.6% |
| Participant deferral / active EE | $5,960 | $3,069+94.2% | $4,395+35.6% | $4,805+24.0% |
| Admin fee / account holder | $88 | $102-14.5% | $5,325-98.4% | $133-33.9% |