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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 | $69,708-24.1% | $67,560-21.7% | $74,478-29.0% |
| Participation rate | 53.6% | 71.4%-17.9pp | 72.9%-19.4pp | 67.2%-13.7pp |
| Annual return | 12.83% | -40.67%+53.5pp | 3533.50%-3520.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,417 | $2,715-11.0% | $2,737-11.7% | $2,626-8.0% |
| Participant deferral / active EE | $4,443 | $3,637+22.2% | $4,004+11.0% | $4,350+2.1% |
| Admin fee / account holder | $264 | $887-70.3% | $3,994-93.4% | $1,946-86.4% |