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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,244 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $8,524 |
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 | $27,846 | $65,322-57.4% | $70,462-60.5% | $73,493-62.1% |
| Participation rate | 77.0% | 77.0%0pp | 75.1%+1.9pp | 70.7%+6.3pp |
| Annual return | 26.75% | 15.71%+11.0pp | 109.08%-82.3pp | 28.51%-1.8pp |
| Employer contribution / active EE | $1,445 | $2,460-41.2% | $2,737-47.2% | $2,270-36.3% |
| Participant deferral / active EE | $2,595 | $3,375-23.1% | $3,710-30.0% | $3,740-30.6% |
| Admin fee / account holder | $112 | $214-47.6% | $3,845-97.1% | $513-78.1% |