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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,206 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,661 | $55,470-14.1% | $155,556-69.4% | $74,478-36.0% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | -3.97% | 269.80%-273.8pp | 64.84%-68.8pp | 1370.56%-1374.5pp |
| Employer contribution / active EE | $799 | $2,267-64.7% | $4,675-82.9% | $2,626-69.6% |
| Participant deferral / active EE | $1,657 | $2,838-41.6% | $5,631-70.6% | $4,350-61.9% |
| Admin fee / account holder | $160 | $1,744-90.9% | $15,885-99.0% | $1,946-91.8% |