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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $10,427 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,540 | $65,437-54.9% | $86,698-65.9% | $66,949-55.9% |
| Participation rate | 38.5% | 75.5%-37.0pp | 76.6%-38.1pp | 69.8%-31.4pp |
| Annual return | -21.26% | -10.91%-10.3pp | 35.96%-57.2pp | 1.57%-22.8pp |
| Employer contribution / active EE | $1,165 | $2,154-45.9% | $2,837-58.9% | $2,545-54.2% |
| Participant deferral / active EE | $2,174 | $4,102-47.0% | $4,656-53.3% | $4,239-48.7% |
| Admin fee / account holder | $17 | $642-97.3% | $7,492-99.8% | $594-97.1% |