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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $9,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,609 |
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 | $62,713 | $46,732+34.2% | $156,551-59.9% | $55,167+13.7% |
| Participation rate | 86.1% | 65.8%+20.3pp | 84.0%+2.1pp | 69.0%+17.1pp |
| Annual return | 7.88% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,516 | $2,105+162.0% | $5,501+0.3% | $1,963+181.1% |
| Participant deferral / active EE | $4,592 | $2,204+108.3% | $4,871-5.7% | $3,054+50.3% |
| Admin fee / account holder | $29 | $418-93.0% | $13,028-99.8% | $504-94.2% |