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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $9,230 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,519 | $67,703-44.6% | $127,803-70.6% | $65,186-42.4% |
| Participation rate | 56.4% | 74.5%-18.1pp | 79.0%-22.6pp | 70.2%-13.8pp |
| Annual return | 18.15% | 24.36%-6.2pp | 26.14%-8.0pp | 29.39%-11.2pp |
| Employer contribution / active EE | $1,278 | $3,724-65.7% | $4,576-72.1% | $2,177-41.3% |
| Participant deferral / active EE | $1,743 | $4,787-63.6% | $6,023-71.1% | $3,514-50.4% |
| Admin fee / account holder | $5 | $618-99.3% | $9,399-100.0% | $847-99.5% |