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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,386 |
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 | $76,087 | $84,236-9.7% | $170,435-55.4% | $70,126+8.5% |
| Participation rate | 93.9% | 70.8%+23.0pp | 83.6%+10.3pp | 69.5%+24.3pp |
| Annual return | 19.46% | 23.06%-3.6pp | 205.94%-186.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $5,879 | $3,387+73.6% | $5,432+8.2% | $2,343+151.0% |
| Participant deferral / active EE | $5,197 | $3,086+68.4% | $4,939+5.2% | $3,332+56.0% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |