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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,913 |
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 | $139,475 | $64,359+116.7% | $90,161+54.7% | $70,126+98.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.21% | 28.13%-5.9pp | 34.89%-12.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $2,391 | $2,046+16.9% | $3,318-27.9% | $2,343+2.1% |
| Participant deferral / active EE | $8,182 | $4,389+86.4% | $5,287+54.7% | $3,332+145.6% |
| Admin fee / account holder | $17 | $3,945-99.6% | $5,943-99.7% | $4,645-99.6% |