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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $19,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,701 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,214 | $28,601+204.9% | $71,778+21.5% | $66,949+30.3% |
| Participation rate | 93.7% | 56.7%+37.0pp | 62.3%+31.3pp | 69.8%+23.9pp |
| Annual return | -17.87% | -10.90%-7.0pp | 9.15%-27.0pp | 1.57%-19.4pp |
| Employer contribution / active EE | $2,818 | $1,104+155.2% | $1,704+65.3% | $2,545+10.7% |
| Participant deferral / active EE | $7,073 | $1,912+270.0% | $2,656+166.3% | $4,239+66.8% |
| Admin fee / account holder | $135 | $506-73.4% | $3,974-96.6% | $594-77.3% |