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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO INVESTERS Service code 27 401 S TRYON ST. 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $33,772 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 8523 SOUTH WEDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $20,083 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,709 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,753 | $142,344-84.7% | $119,609-81.8% | $134,475-83.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.48% | -12.44%-16.0pp | -14.97%-13.5pp | 417.96%-446.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $274,391 | $6,469+4141.4% | $5,602+4798.0% | $6,400+4187.5% |
| Admin fee / account holder | $283 | $13,584-97.9% | $10,323-97.3% | $11,426-97.5% |