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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $89,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,694 |
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 | $81,276 | $89,282-9.0% | $94,664-14.1% | $74,460+9.2% |
| Participation rate | 97.1% | 82.4%+14.7pp | 80.8%+16.2pp | 70.7%+26.3pp |
| Annual return | 26.24% | 25.96%+0.3pp | 156.84%-130.6pp | 34.38%-8.1pp |
| Employer contribution / active EE | $4,417 | $3,022+46.1% | $3,673+20.3% | $2,638+67.4% |
| Participant deferral / active EE | $14,317 | $8,425+69.9% | $7,417+93.0% | $4,530+216.1% |
| Admin fee / account holder | $3 | $219-98.8% | $7,222-100.0% | $348-99.2% |