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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 | $12,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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 | $114,642 | $58,600+95.6% | $83,327+37.6% | $64,173+78.6% |
| Participation rate | 74.1% | 72.0%+2.0pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -4.02% | 9.66%-13.7pp | 10.64%-14.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,226 | $4,656+33.7% | $5,565+11.9% | $3,470+79.5% |
| Admin fee / account holder | $9 | $9,282-99.9% | $7,540-99.9% | $4,887-99.8% |