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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,189 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $10,313 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,644 | $101,591-61.0% | $147,096-73.0% | $74,429-46.7% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 16.73% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $5,459 | $3,813+43.2% | $4,936+10.6% | $2,625+108.0% |
| Participant deferral / active EE | $4,467 | $7,302-38.8% | $8,071-44.7% | $4,348+2.7% |
| Admin fee / account holder | $200 | $1,750-88.6% | $13,005-98.5% | $1,944-89.7% |