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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $181,902 | $70,486+158.1% | $100,535+80.9% | $79,856+127.8% |
| Participation rate | 81.7% | 73.6%+8.0pp | 79.4%+2.3pp | 69.6%+12.0pp |
| Annual return | 15.57% | 21.90%-6.3pp | 30.90%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,612 | $5,182+27.6% | $6,271+5.4% | $3,741+76.8% |
| Admin fee / account holder | $8 | $4,480-99.8% | $8,085-99.9% | $5,306-99.9% |