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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $48,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,816 | $65,125-38.9% | $143,797-72.3% | $66,949-40.5% |
| Participation rate | 96.8% | 65.2%+31.6pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -9.52% | -11.13%+1.6pp | -0.04%-9.5pp | 1.57%-11.1pp |
| Employer contribution / active EE | $2,546 | $2,362+7.8% | $4,952-48.6% | $2,5450% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $258 | $503-48.8% | $14,679-98.2% | $594-56.6% |