Filed September 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 · EIN 34-1542819 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Participants) | $11,136 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,102 | $47,180-84.9% | $149,723-95.3% | $74,473-90.5% |
| Participation rate | 79.0% | 63.4%+15.6pp | 78.8%+0.2pp | 70.7%+8.2pp |
| Annual return | 14.65% | 22.75%-8.1pp | 134.50%-119.8pp | 34.36%-19.7pp |
| Employer contribution / active EE | $506 | $1,907-73.5% | $4,821-89.5% | $2,638-80.8% |
| Participant deferral / active EE | $962 | $2,730-64.8% | $5,682-83.1% | $4,530-78.8% |
| Admin fee / account holder | $80 | $343-76.8% | $13,215-99.4% | $347-77.0% |