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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $55,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,758 | $61,172-18.7% | $185,851-73.2% | $79,389-37.3% |
| Participation rate | 98.7% | 66.6%+32.1pp | 81.7%+17.0pp | 70.7%+28.0pp |
| Annual return | 13.98% | 19.45%-5.5pp | 122.11%-108.1pp | 116.89%-102.9pp |
| Employer contribution / active EE | $2,803 | $2,321+20.8% | $5,168-45.8% | $2,428+15.4% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $268 | $710-62.2% | $16,245-98.3% | $626-57.2% |