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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,258 | $63,768+5.5% | $98,483-31.7% | $79,391-15.3% |
| Participation rate | 51.4% | 69.9%-18.5pp | 73.3%-21.9pp | 70.7%-19.3pp |
| Annual return | 8.79% | 626.18%-617.4pp | 1494.38%-1485.6pp | 116.88%-108.1pp |
| Employer contribution / active EE | $344 | $2,558-86.6% | $2,961-88.4% | $2,428-85.8% |
| Participant deferral / active EE | $1,967 | $3,305-40.5% | $4,276-54.0% | $4,046-51.4% |
| Admin fee / account holder | $260 | $516-49.7% | $5,953-95.6% | $627-58.6% |