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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,685 | $77,472+19.6% | $100,392-7.7% | $80,935+14.5% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.7%+28.1pp |
| Annual return | 14.04% | 37.26%-23.2pp | 49.45%-35.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,273 | $2,800-54.6% | $3,941-67.7% | $2,757-53.8% |
| Participant deferral / active EE | $11,397 | $6,818+67.2% | $8,090+40.9% | $4,299+165.1% |
| Admin fee / account holder | $239 | $5,885-95.9% | $7,904-97.0% | $6,924-96.6% |