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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $24,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,056 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,653 | $65,118-40.6% | $76,766-49.6% | $55,725-30.6% |
| Participation rate | 81.4% | 79.6%+1.8pp | 77.0%+4.4pp | 70.9%+10.5pp |
| Annual return | -1.52% | -1.27%-0.2pp | 2.43%-3.9pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,570 | $1,941-19.1% | $2,485-36.8% | $2,078-24.5% |
| Participant deferral / active EE | $5,962 | $3,688+61.6% | $3,851+54.8% | $3,356+77.7% |
| Admin fee / account holder | $145 | $116+25.2% | $6,675-97.8% | $115+26.0% |