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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $84,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,300 |
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 | $58,343 | $75,284-22.5% | $91,004-35.9% | $69,631-16.2% |
| Participation rate | 94.6% | 80.4%+14.2pp | 75.6%+19.0pp | 70.7%+23.9pp |
| Annual return | 14.78% | 48.40%-33.6pp | 4.60%+10.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,125 | $2,473-54.5% | $2,456-54.2% | $2,032-44.7% |
| Participant deferral / active EE | $3,499 | $3,700-5.4% | $3,548-1.4% | $3,224+8.6% |
| Admin fee / account holder | $8 | $111-93.2% | $5,417-99.9% | $110-93.2% |