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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $74,844 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,318 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,372 | $92,186-22.6% | $105,624-32.4% | $77,762-8.2% |
| Participation rate | 94.3% | 81.0%+13.3pp | 75.3%+19.0pp | 70.6%+23.7pp |
| Annual return | 11.34% | 17.83%-6.5pp | 116.20%-104.9pp | 31.27%-19.9pp |
| Employer contribution / active EE | $1,576 | $3,376-53.3% | $3,168-50.2% | $2,728-42.2% |
| Participant deferral / active EE | $6,075 | $5,395+12.6% | $5,013+21.2% | $4,651+30.6% |
| Admin fee / account holder | $152 | $219-30.6% | $10,961-98.6% | $433-64.9% |