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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $11,772 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,558 | $46,732-41.0% | $156,551-82.4% | $55,167-50.0% |
| Participation rate | 98.4% | 65.8%+32.6pp | 84.0%+14.3pp | 69.0%+29.4pp |
| Annual return | 12.29% | 17.72%-5.4pp | 32.23%-19.9pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,068 | $2,105-1.8% | $5,501-62.4% | $1,963+5.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |