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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 | Other Commissions | $22,187 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 · EIN 87-0364490 P.O. BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $5,562 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $463 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR FIN NETWORK LLC Service code 55 1 NORTH JEFFERSON AVE. · ST. LOUIS, MO 63103 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,144 | $75,183-33.3% | $123,894-59.5% | $55,167-9.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 12.40% | 19.01%-6.6pp | 47.52%-35.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $4,922 | $2,823+74.3% | $4,617+6.6% | $1,963+150.8% |
| Participant deferral / active EE | $5,455 | $5,084+7.3% | $5,984-8.8% | $3,054+78.6% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.3% |