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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $14,958 |
Service code 10 · EIN 81-4273628 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,356 |
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 | $20,930 | $46,100-54.6% | $86,582-75.8% | $69,631-69.9% |
| Participation rate | 90.7% | 67.2%+23.5pp | 73.5%+17.1pp | 70.7%+20.0pp |
| Annual return | 17.16% | 21.02%-3.9pp | 965.08%-947.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,642 | $1,850-11.3% | $2,839-42.2% | $2,032-19.2% |
| Participant deferral / active EE | $2,574 | $2,432+5.9% | $3,609-28.7% | $3,224-20.2% |
| Admin fee / account holder | $26 | $94-72.0% | $4,904-99.5% | $110-76.2% |