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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $92,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,775 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,812 | $65,223-17.5% | $80,022-32.8% | $55,725-3.4% |
| Participation rate | 94.7% | 80.6%+14.2pp | 75.8%+18.9pp | 70.9%+23.9pp |
| Annual return | -4.90% | 7.59%-12.5pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,341 | $2,544-47.3% | $2,468-45.7% | $2,078-35.5% |
| Participant deferral / active EE | $3,841 | $3,881-1.0% | $3,686+4.2% | $3,356+14.5% |
| Admin fee / account holder | $8 | $114-93.3% | $6,521-99.9% | $115-93.4% |