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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,192 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,288 | $79,519+3.5% | $95,952-14.2% | $73,409+12.1% |
| Participation rate | 98.7% | 81.2%+17.5pp | 77.1%+21.6pp | 72.2%+26.5pp |
| Annual return | 14.19% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $546 | $2,048-73.4% | $2,541-78.5% | $2,234-75.6% |
| Participant deferral / active EE | $3,520 | $4,138-14.9% | $4,167-15.5% | $3,805-7.5% |
| Admin fee / account holder | $1 | $184-99.3% | $6,795-100.0% | $158-99.2% |