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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,882 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $28,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,183 | $90,621-61.2% | $120,225-70.7% | $103,975-66.2% |
| Participation rate | 17.8% | 53.5%-35.7pp | 69.6%-51.8pp | 72.5%-54.7pp |
| Annual return | 16.18% | 16.48%-0.3pp | 439.23%-423.0pp | 19.41%-3.2pp |
| Employer contribution / active EE | $180 | $4,227-95.8% | $3,475-94.8% | $3,722-95.2% |
| Participant deferral / active EE | $686 | $3,312-79.3% | $3,999-82.8% | $5,343-87.2% |
| Admin fee / account holder | $172 | $428-59.8% | $5,696-97.0% | $332-48.3% |