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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $6,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,093 | $45,343-27.0% | $150,298-78.0% | $67,986-51.3% |
| Participation rate | 72.4% | 51.9%+20.6pp | 77.8%-5.3pp | 57.2%+15.2pp |
| Annual return | 14.56% | 33.28%-18.7pp | 62.79%-48.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,002 | $1,462-31.4% | $4,154-75.9% | $2,019-50.3% |
| Participant deferral / active EE | $1,167 | $2,055-43.2% | $5,453-78.6% | $3,358-65.3% |
| Admin fee / account holder | $30 | $2,250-98.6% | $14,116-99.8% | $3,203-99.0% |