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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,334 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 31-1582098 | Advisory (Plan) | $28,479 |
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 | $42,873 | $107,378-60.1% | $108,582-60.5% | $57,658-25.6% |
| Participation rate | 86.1% | 77.1%+9.0pp | 79.6%+6.5pp | 70.2%+15.8pp |
| Annual return | 8.21% | 12.80%-4.6pp | -51.70%+59.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,322 | $1,782-25.8% | $3,758-64.8% | $1,974-33.0% |
| Participant deferral / active EE | $2,781 | $3,221-13.6% | $4,311-35.5% | $3,061-9.1% |
| Admin fee / account holder | $209 | $108+92.2% | $7,645-97.3% | $95+120.6% |