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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $15,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,990 | $56,134+26.5% | $96,192-26.2% | $85,851-17.3% |
| Participation rate | 85.6% | 56.7%+28.9pp | 68.4%+17.1pp | 69.3%+16.2pp |
| Annual return | 12.55% | 42.30%-29.8pp | 192.09%-179.5pp | 318.63%-306.1pp |
| Employer contribution / active EE | $3,303 | $1,620+103.9% | $2,799+18.0% | $2,565+28.8% |
| Participant deferral / active EE | $5,003 | $2,858+75.1% | $4,351+15.0% | $3,952+26.6% |
| Admin fee / account holder | $8 | $3,769-99.8% | $5,539-99.9% | $6,261-99.9% |