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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $41,338 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $15,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $29,440 | $37,044-20.5% | $71,796-59.0% | $57,658-48.9% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.8pp | 70.2%+18.7pp |
| Annual return | 9.04% | 12.64%-3.6pp | 78.04%-69.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $827 | $720+14.9% | $1,924-57.0% | $1,974-58.1% |
| Participant deferral / active EE | $3,971 | $1,974+101.2% | $2,794+42.1% | $3,061+29.7% |
| Admin fee / account holder | $161 | $101+60.0% | $4,815-96.6% | $95+70.8% |