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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $44,611 |
Service code 11 · EIN 11-2301188 | Actuarial | $21,010 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 22.56% | 11.74%+10.8pp | 10.78%+11.8pp | 13.59%+9.0pp |
| Employer contribution / active EE | $28,571 | $11,467+149.2% | $41,857-31.7% | $14,592+95.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |