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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $8,967 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,288 | $47,977-59.8% | $154,108-87.5% | $56,289-65.7% |
| Participation rate | 59.3% | 66.2%-6.9pp | 83.0%-23.8pp | 69.9%-10.6pp |
| Annual return | -2.21% | 3.54%-5.8pp | 735.21%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $934 | $2,392-60.9% | $5,081-81.6% | $3,350-72.1% |
| Admin fee / account holder | $66 | $438-85.0% | $13,411-99.5% | $521-87.4% |