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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,664 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,008 | $64,286-40.9% | $90,951-58.2% | $73,409-48.2% |
| Participation rate | 30.2% | 63.6%-33.4pp | 69.0%-38.8pp | 72.2%-42.0pp |
| Annual return | 14.98% | 21.45%-6.5pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,093 | $2,453-55.4% | $3,373-67.6% | $3,805-71.3% |
| Admin fee / account holder | $149 | $287-48.2% | $5,959-97.5% | $158-5.8% |