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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $192,223 |
Filed as: INTELLICENTS INVETMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $45,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,728 | $88,874-72.2% | $123,544-80.0% | $75,289-67.2% |
| Participation rate | 85.5% | 75.9%+9.7pp | 82.3%+3.2pp | 72.4%+13.1pp |
| Annual return | -3.51% | 4.22%-7.7pp | 119.20%-122.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,615 | $3,256-50.4% | $4,628-65.1% | $2,405-32.9% |
| Participant deferral / active EE | $3,604 | $6,174-41.6% | $6,426-43.9% | $3,739-3.6% |
| Admin fee / account holder | $75 | $95-21.2% | $9,284-99.2% | $102-27.1% |