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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $14,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,766 |
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 | $48,418 | $44,714+8.3% | $91,225-46.9% | $66,938-27.7% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.2%+1.8pp | 69.8%+5.2pp |
| Annual return | -18.10% | -12.25%-5.9pp | 114.12%-132.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $912 | $1,710-46.7% | $2,851-68.0% | $2,545-64.2% |
| Participant deferral / active EE | $1,777 | $3,355-47.0% | $4,233-58.0% | $4,238-58.1% |
| Admin fee / account holder | $16 | $521-97.0% | $5,422-99.7% | $594-97.4% |