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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $0 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | -$11,354 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,051 | $82,678+189.1% | $125,391+90.6% | $68,490+249.0% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -11.52% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.7pp |
| Employer contribution / active EE | $6,556 | $3,382+93.8% | $4,816+36.1% | $2,597+152.5% |
| Participant deferral / active EE | $9,211 | $6,111+50.7% | $7,448+23.7% | $4,028+128.7% |
| Admin fee / account holder | -$92 | $6,277-101.5% | $10,009-100.9% | $5,403-101.7% |