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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 461 FROM ROAD, MACH V1-STE 101 · PARAMUS, NJ 07652 | Advisory (Plan) | $12,114 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,669 | $44,989-91.8% | $170,435-97.8% | $77,958-95.3% |
| Participation rate | 82.6% | 64.6%+18.0pp | 83.6%-1.0pp | 71.6%+10.9pp |
| Annual return | 5.02% | 19.61%-14.6pp | 205.94%-200.9pp | 20.87%-15.8pp |
| Employer contribution / active EE | $324 | $1,466-77.9% | $5,432-94.0% | $2,310-86.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $69-88.9% | $13,881-99.9% | $97-92.1% |