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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $167,152 |
Filed as: INTELLICENTS INVETMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $30,609 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,006 | $96,458-71.0% | $136,298-79.5% | $77,958-64.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 81.9%+1.4pp | 71.6%+11.7pp |
| Annual return | 17.91% | 23.78%-5.9pp | 5156.27%-5138.4pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,478 | $3,144-53.0% | $4,696-68.5% | $2,310-36.0% |
| Participant deferral / active EE | $3,231 | $5,902-45.3% | $6,247-48.3% | $3,537-8.6% |
| Admin fee / account holder | $63 | $80-22.0% | $9,244-99.3% | $97-35.6% |