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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $89,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,561 | $64,612+1.5% | $86,438-24.2% | $64,819+1.1% |
| Participation rate | 93.7% | 81.5%+12.2pp | 80.3%+13.4pp | 71.5%+22.2pp |
| Annual return | -14.34% | 0.66%-15.0pp | 4397.19%-4411.5pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,314 | $2,744-15.7% | $3,769-38.6% | $2,507-7.7% |
| Participant deferral / active EE | $12,331 | $7,497+64.5% | $6,952+77.4% | $4,311+186.0% |
| Admin fee / account holder | $3 | $169-98.1% | $6,733-100.0% | $188-98.3% |