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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $87,834-100.0% | $133,975-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 6.78% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $15,384 | $3,482+341.8% | $5,211+195.2% | $2,281+574.5% |
| Participant deferral / active EE | $367 | $4,812-92.4% | $6,282-94.2% | $3,203-88.5% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |