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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 | $14,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,472 |
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 | $53,625 | $60,488-11.3% | $109,895-51.2% | $79,393-32.5% |
| Participation rate | 73.2% | 67.0%+6.2pp | 74.2%-1.0pp | 70.7%+2.5pp |
| Annual return | 17.69% | 189.57%-171.9pp | 29.46%-11.8pp | 116.87%-99.2pp |
| Employer contribution / active EE | $879 | $1,649-46.7% | $2,843-69.1% | $2,428-63.8% |
| Participant deferral / active EE | $1,558 | $3,220-51.6% | $4,049-61.5% | $4,046-61.5% |
| Admin fee / account holder | $12 | $605-98.0% | $6,067-99.8% | $627-98.1% |