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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $10,327 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,606 |
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 | $58,383 | $40,479+44.2% | $78,210-25.4% | $62,293-6.3% |
| Participation rate | 86.2% | 54.6%+31.6pp | 68.7%+17.5pp | 69.5%+16.7pp |
| Annual return | 16.41% | 66.31%-49.9pp | 40.90%-24.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $618 | $1,024-39.6% | $2,034-69.6% | $2,042-69.7% |
| Participant deferral / active EE | $3,890 | $1,718+126.5% | $2,823+37.8% | $3,169+22.7% |
| Admin fee / account holder | $18 | $376-95.1% | $3,758-99.5% | $479-96.1% |