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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,249 | $54,717+63.1% | $86,216+3.5% | $71,511+24.8% |
| Participation rate | 33.9% | 60.1%-26.2pp | 69.0%-35.1pp | 67.9%-34.0pp |
| Annual return | 13.76% | 20.07%-6.3pp | 1169.42%-1155.7pp | 28.86%-15.1pp |
| Employer contribution / active EE | $158 | $1,267-87.5% | $2,382-93.3% | $2,589-93.9% |
| Participant deferral / active EE | $2,676 | $3,110-14.0% | $3,986-32.9% | $4,291-37.6% |
| Admin fee / account holder | $15 | $1,922-99.2% | $6,853-99.8% | $1,588-99.1% |