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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,265 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $15,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,392 | $79,184-52.8% | $102,438-63.5% | $74,546-49.8% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | 17.06% | 54.95%-37.9pp | 29.37%-12.3pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,381 | $2,362-41.5% | $3,024-54.3% | $2,624-47.4% |
| Participant deferral / active EE | $4,712 | $4,414+6.7% | $5,054-6.8% | $4,347+8.4% |
| Admin fee / account holder | $170 | $2,001-91.5% | $9,448-98.2% | $1,944-91.2% |