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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Investment management fees paid direc... | $227,513 |
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 | $74,705 | $176,471-57.7% | $95,964-22.2% | $90,274-17.2% |
| Participation rate | 98.0% | 86.6%+11.4pp | 77.1%+20.9pp | 73.4%+24.6pp |
| Annual return | 15.26% | 20.15%-4.9pp | 91.64%-76.4pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,864 | $2,783-33.0% | $2,541-26.6% | $2,523-26.1% |
| Participant deferral / active EE | $3,987 | $5,325-25.1% | $4,167-4.3% | $4,231-5.8% |
| Admin fee / account holder | $185 | $154+20.1% | $6,797-97.3% | $114+62.4% |