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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $20,784 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,792 | $55,453-42.7% | $170,435-81.3% | $62,293-49.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.84% | 21.38%-4.5pp | 205.94%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,221 | $2,164+2.6% | $5,432-59.1% | $2,042+8.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $84 | $455-81.6% | $13,881-99.4% | $479-82.5% |