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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $38,738 |
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 | $35,864 | $52,967-32.3% | $172,753-79.2% | $65,186-45.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.08% | 30.12%-8.0pp | 803.00%-780.9pp | 29.39%-7.3pp |
| Employer contribution / active EE | $2,286 | $2,190+4.4% | $5,144-55.6% | $2,177+5.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $179 | $472-62.0% | $13,956-98.7% | $847-78.8% |