Filed October 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $56,141 | $52,467+7.0% | $57,196-1.8% | $55,167+1.8% |
| Participation rate | 94.2% | 75.8%+18.3pp | 75.3%+18.9pp | 69.0%+25.2pp |
| Annual return | 8.45% | 7.72%+0.7pp | 14.59%-6.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,677 | $2,477-32.3% | $2,683-37.5% | $1,963-14.6% |
| Participant deferral / active EE | $4,804 | $2,830+69.7% | $3,096+55.2% | $3,054+57.3% |
| Admin fee / account holder | $9 | $269-96.7% | $3,141-99.7% | $504-98.2% |