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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 | $101,672-61.0% | $147,117-73.1% | $74,478-46.8% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 16.73% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $5,459 | $3,813+43.2% | $4,932+10.7% | $2,626+107.9% |
| Participant deferral / active EE | $4,467 | $7,305-38.8% | $8,065-44.6% | $4,350+2.7% |
| Admin fee / account holder | $200 | $1,753-88.6% | $12,993-98.5% | $1,946-89.7% |