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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 | $69,745-24.2% | $67,511-21.7% | $74,546-29.1% |
| Participation rate | 53.6% | 71.3%-17.8pp | 72.9%-19.3pp | 67.2%-13.6pp |
| Annual return | 12.83% | -40.37%+53.2pp | 3517.41%-3504.6pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,417 | $2,705-10.7% | $2,733-11.6% | $2,624-7.9% |
| Participant deferral / active EE | $4,443 | $3,636+22.2% | $4,000+11.1% | $4,347+2.2% |
| Admin fee / account holder | $264 | $894-70.5% | $3,999-93.4% | $1,944-86.4% |