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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 99 | Other Fees | $21,892 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 99 | Other Fees | $16,867 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 99 · EIN 92-1819393 | Other Fees | $0 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,172 | $93,010-25.6% | $96,520-28.3% | $74,440-7.1% |
| Participation rate | 28.2% | 71.6%-43.4pp | 74.3%-46.1pp | 70.7%-42.5pp |
| Annual return | 20.63% | 37.50%-16.9pp | 35.72%-15.1pp | 34.37%-13.7pp |
| Employer contribution / active EE | $1,010 | $3,427-70.5% | $3,739-73.0% | $2,638-61.7% |
| Participant deferral / active EE | $2,185 | $3,971-45.0% | $4,879-55.2% | $4,529-51.8% |
| Admin fee / account holder | $57 | $633-90.9% | $6,733-99.1% | $348-83.5% |