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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,126 |
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 | $105,557 | $65,435+61.3% | $86,677+21.8% | $66,914+57.7% |
| Participation rate | 88.6% | 75.5%+13.1pp | 76.6%+12.0pp | 69.8%+18.8pp |
| Annual return | -18.19% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,030 | $2,153-5.7% | $2,836-28.4% | $2,544-20.2% |
| Participant deferral / active EE | $4,424 | $4,100+7.9% | $4,656-5.0% | $4,237+4.4% |
| Admin fee / account holder | $123 | $642-80.8% | $7,493-98.4% | $593-79.2% |