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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $127,856 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO FINANCIAL Service code 16 | Consulting | $28,002 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 16 1 NORTH JEFFERSON ST. · ST. LOUIS, MO 63103 | Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,518 | $34,220-69.3% | $73,836-85.8% | $59,188-82.2% |
| Participation rate | 92.0% | 59.1%+32.9pp | 73.4%+18.6pp | 69.4%+22.6pp |
| Annual return | 0.80% | 3.36%-2.6pp | 2268.06%-2267.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,312 | $1,480-11.3% | $2,787-52.9% | $2,098-37.4% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $64-97.8% | $4,882-100.0% | $92-98.5% |