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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $36,764 |
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 | $30,561 | $47,977-36.3% | $154,108-80.2% | $56,289-45.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.24% | 3.54%-8.8pp | 735.21%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,303 | $2,169+6.2% | $5,298-56.5% | $2,111+9.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $183 | $438-58.3% | $13,411-98.6% | $521-64.9% |