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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 56-6288528 | Securities Custodian | $10,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,156 | $74,024-52.5% | $78,002-54.9% | $57,661-39.0% |
| Participation rate | 38.0% | 79.7%-41.8pp | 75.5%-37.6pp | 70.2%-32.3pp |
| Annual return | 5.97% | 12.14%-6.2pp | 425.99%-420.0pp | 5.13%+0.8pp |
| Employer contribution / active EE | $396 | $2,365-83.3% | $2,470-84.0% | $1,974-79.9% |
| Participant deferral / active EE | $734 | $3,533-79.2% | $3,497-79.0% | $3,061-76.0% |
| Admin fee / account holder | $72 | $93-22.4% | $5,481-98.7% | $95-23.5% |