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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 | Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,719 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,991 | $91,474+11.5% | $135,982-25.0% | $71,529+42.6% |
| Participation rate | 79.7% | 75.7%+4.0pp | 81.9%-2.3pp | 67.9%+11.7pp |
| Annual return | 20.84% | 29.89%-9.1pp | 68.32%-47.5pp | 28.97%-8.1pp |
| Employer contribution / active EE | $3,078 | $3,705-16.9% | $4,859-36.7% | $2,590+18.8% |
| Participant deferral / active EE | $11,016 | $7,095+55.3% | $7,760+42.0% | $4,291+156.7% |
| Admin fee / account holder | -$54 | $1,267-104.3% | $10,767-100.5% | $1,588-103.4% |