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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,160 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $6,872 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,164 | $58,655-53.7% | $91,994-70.5% | $65,185-58.3% |
| Participation rate | 87.5% | 75.3%+12.2pp | 78.6%+8.9pp | 70.2%+17.3pp |
| Annual return | 46.28% | 33.92%+12.4pp | 69.03%-22.8pp | 29.38%+16.9pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,380 | $5,474+34.8% | $5,923+24.6% | $3,514+110.0% |
| Admin fee / account holder | $212 | $434-51.2% | $7,743-97.3% | $847-75.0% |