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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $16,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,916 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,159 | $47,977+37.9% | $154,108-57.1% | $56,289+17.5% |
| Participation rate | 85.6% | 66.2%+19.4pp | 83.0%+2.6pp | 69.9%+15.7pp |
| Annual return | -7.11% | 3.54%-10.6pp | 735.21%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,660 | $2,169+114.9% | $5,298-12.0% | $2,111+120.8% |
| Participant deferral / active EE | $4,598 | $2,392+92.2% | $5,081-9.5% | $3,350+37.2% |
| Admin fee / account holder | $58 | $438-86.7% | $13,411-99.6% | $521-88.8% |