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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,432 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $64,361 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,929 | $50,815-11.6% | $155,509-71.1% | $77,643-42.1% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 9.90% | 34.80%-24.9pp | 64.67%-54.8pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,552 | $1,993-22.1% | $4,672-66.8% | $2,726-43.1% |
| Participant deferral / active EE | $4,873 | $2,822+72.7% | $5,626-13.4% | $4,647+4.9% |
| Admin fee / account holder | $180 | $437-58.7% | $15,912-98.9% | $430-58.1% |