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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $19,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,884 | $69,774-24.2% | $67,561-21.7% | $74,429-28.9% |
| Participation rate | 53.6% | 71.4%-17.8pp | 72.9%-19.3pp | 67.2%-13.6pp |
| Annual return | 12.83% | -40.53%+53.4pp | 3525.44%-3512.6pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,417 | $2,710-10.8% | $2,735-11.6% | $2,625-7.9% |
| Participant deferral / active EE | $4,443 | $3,636+22.2% | $4,003+11.0% | $4,348+2.2% |
| Admin fee / account holder | $264 | $890-70.3% | $4,006-93.4% | $1,944-86.4% |