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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $0 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$9,999 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,503 | $104,479+143.6% | $159,474+59.6% | $79,391+220.6% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 15.44% | 67.98%-52.5pp | 263.68%-248.2pp | 116.88%-101.4pp |
| Employer contribution / active EE | $5,854 | $3,417+71.3% | $4,831+21.2% | $2,428+141.1% |
| Participant deferral / active EE | $8,511 | $6,468+31.6% | $7,353+15.7% | $4,046+110.4% |
| Admin fee / account holder | -$76 | $711-110.7% | $10,802-100.7% | $627-112.2% |