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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $15,783 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,896 |
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 | $53,201 | $69,383-23.3% | $101,275-47.5% | $73,497-27.6% |
| Participation rate | 76.3% | 68.4%+7.9pp | 75.8%+0.5pp | 70.7%+5.6pp |
| Annual return | 11.89% | 18.46%-6.6pp | 46.48%-34.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,816 | $2,628-30.9% | $3,660-50.4% | $2,270-20.0% |
| Participant deferral / active EE | $1,927 | $3,301-41.6% | $4,371-55.9% | $3,740-48.5% |
| Admin fee / account holder | $241 | $704-65.7% | $5,948-95.9% | $513-52.9% |