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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $121,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$147,149 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,098 | $144,879-68.2% | $111,319-58.6% | $93,010-50.4% |
| Participation rate | 93.9% | 86.1%+7.8pp | 77.3%+16.6pp | 73.9%+20.0pp |
| Annual return | 26.18% | 18.11%+8.1pp | 54.68%-28.5pp | 158.70%-132.5pp |
| Employer contribution / active EE | $2,125 | $3,052-30.4% | $2,732-22.2% | $2,705-21.4% |
| Participant deferral / active EE | $7,641 | $5,576+37.0% | $4,488+70.3% | $4,561+67.5% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |