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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $18,735 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $32,536 | $71,192-54.3% | $117,857-72.4% | $62,293-47.8% |
| Participation rate | 83.2% | 74.2%+9.0pp | 79.7%+3.5pp | 69.5%+13.7pp |
| Annual return | 15.32% | 18.66%-3.3pp | 335.09%-319.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,163 | $1,934-39.9% | $3,786-69.3% | $2,042-43.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $83 | $587-85.9% | $8,020-99.0% | $479-82.8% |