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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $763 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,056 | $41,151+38.7% | $80,648-29.3% | $71,529-20.2% |
| Participation rate | 73.4% | 50.2%+23.1pp | 67.0%+6.4pp | 67.9%+5.4pp |
| Annual return | 18.37% | 38.49%-20.1pp | 937.21%-918.8pp | 28.97%-10.6pp |
| Employer contribution / active EE | $3,444 | $1,513+127.6% | $2,724+26.5% | $2,590+33.0% |
| Participant deferral / active EE | $4,129 | $2,700+52.9% | $4,443-7.1% | $4,291-3.8% |
| Admin fee / account holder | $6 | $1,842-99.7% | $5,382-99.9% | $1,588-99.6% |