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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,072 | $58,600+137.3% | $83,327+66.9% | $64,173+116.7% |
| Participation rate | 81.9% | 72.0%+9.9pp | 77.8%+4.2pp | 69.6%+12.4pp |
| Annual return | -5.29% | 9.66%-15.0pp | 10.64%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $102 | $2,098-95.1% | $3,379-97.0% | $2,381-95.7% |
| Participant deferral / active EE | $6,871 | $4,656+47.6% | $5,565+23.5% | $3,470+98.0% |
| Admin fee / account holder | $23 | $9,282-99.7% | $7,540-99.7% | $4,887-99.5% |