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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,117 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,686 | $24,891+352.7% | $69,632+61.8% | $74,478+51.3% |
| Participation rate | 84.2% | 63.4%+20.8pp | 66.4%+17.8pp | 67.2%+17.0pp |
| Annual return | 13.96% | 18.53%-4.6pp | 101.32%-87.4pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $2,687 | $1,005+167.3% | $1,708+57.3% | $2,626+2.3% |
| Participant deferral / active EE | $6,662 | $1,908+249.2% | $2,889+130.6% | $4,350+53.2% |
| Admin fee / account holder | $68 | $1,904-96.4% | $4,695-98.6% | $1,946-96.5% |