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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $720 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,225 | $37,463+68.8% | $77,100-18.0% | $66,949-5.6% |
| Participation rate | 76.1% | 52.9%+23.2pp | 67.9%+8.2pp | 69.8%+6.3pp |
| Annual return | -17.48% | -3.25%-14.2pp | 42.35%-59.8pp | 1.57%-19.0pp |
| Employer contribution / active EE | $2,945 | $1,535+91.8% | $2,815+4.6% | $2,545+15.7% |
| Participant deferral / active EE | $4,663 | $2,621+77.9% | $4,430+5.3% | $4,239+10.0% |
| Admin fee / account holder | $7 | $568-98.8% | $5,443-99.9% | $594-98.9% |