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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $20,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,396 | $63,355+162.6% | $91,989+80.9% | $72,985+128.0% |
| Participation rate | 81.9% | 72.5%+9.4pp | 78.6%+3.3pp | 69.5%+12.5pp |
| Annual return | 23.14% | 35.35%-12.2pp | 69.02%-45.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,632 | $4,883+35.8% | $5,923+12.0% | $3,607+83.9% |
| Admin fee / account holder | $14 | $4,668-99.7% | $7,743-99.8% | $5,124-99.7% |