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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 28 · EIN 48-1305000 | Investment Management | $44,344 |
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 | $44,695 | $61,391-27.2% | $149,723-70.1% | $71,529-37.5% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.1pp | 67.9%+27.0pp |
| Annual return | 14.72% | 35.88%-21.2pp | 134.50%-119.8pp | 28.97%-14.2pp |
| Employer contribution / active EE | $2,675 | $2,384+12.2% | $4,821-44.5% | $2,590+3.3% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $230 | $1,264-81.8% | $13,215-98.3% | $1,588-85.5% |