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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $86,869 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $206,651 | $52,884+290.8% | $84,750+143.8% | $55,167+274.6% |
| Participation rate | 97.1% | 67.5%+29.6pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 6.83% | 18.03%-11.2pp | 22.78%-15.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $394 | $2,233-82.4% | $3,574-89.0% | $1,963-79.9% |
| Participant deferral / active EE | $9,903 | $2,644+274.6% | $3,712+166.8% | $3,054+224.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |