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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) | $31,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,769 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,453 | $58,093+31.6% | $80,022-4.5% | $56,287+35.8% |
| Participation rate | 83.1% | 73.6%+9.5pp | 75.8%+7.3pp | 69.9%+13.2pp |
| Annual return | -6.19% | 34.63%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,371 | $1,933-29.1% | $2,468-44.5% | $2,111-35.1% |
| Participant deferral / active EE | $7,913 | $3,136+152.3% | $3,686+114.7% | $3,350+136.2% |
| Admin fee / account holder | $219 | $623-64.8% | $6,521-96.6% | $521-57.9% |