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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $81,587 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,803 |
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 | $39,412 | $106,087-62.8% | $86,717-54.6% | $78,104-49.5% |
| Participation rate | 93.0% | 89.6%+3.4pp | 76.6%+16.4pp | 74.5%+18.5pp |
| Annual return | -15.37% | -14.87%-0.5pp | 35.97%-51.3pp | 10.90%-26.3pp |
| Employer contribution / active EE | $2,121 | $4,110-48.4% | $2,837-25.2% | $3,128-32.2% |
| Participant deferral / active EE | $7,795 | $6,851+13.8% | $4,657+67.4% | $5,089+53.2% |
| Admin fee / account holder | $0 | $81-100.0% | $7,494-100.0% | $79-100.0% |