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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $157,593 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $50,000 |
SWEENEY CONRAD, P.S.1 year Service code 10 · EIN 91-1301672 | Accounting | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,299 | $43,717+90.5% | $81,473+2.2% | $77,958+6.9% |
| Participation rate | 86.6% | 42.5%+44.1pp | 68.0%+18.6pp | 71.6%+14.9pp |
| Annual return | 19.36% | 23.83%-4.5pp | 38.78%-19.4pp | 20.87%-1.5pp |
| Employer contribution / active EE | $3,337 | $919+263.2% | $2,568+30.0% | $2,310+44.4% |
| Participant deferral / active EE | $3,479 | $1,783+95.1% | $3,537-1.6% | $3,537-1.6% |
| Admin fee / account holder | $113 | $108+5.0% | $4,561-97.5% | $97+16.3% |