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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $8,739 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,273 | $46,360-45.5% | $147,617-82.9% | $52,331-51.7% |
| Participation rate | 99.4% | 64.9%+34.5pp | 84.6%+14.8pp | 68.1%+31.3pp |
| Annual return | -2.86% | 1.62%-4.5pp | 61.98%-64.8pp | 4.54%-7.4pp |
| Employer contribution / active EE | $2,162 | $2,126+1.7% | $5,564-61.2% | $1,882+14.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |