Filed August 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $59,990 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,154 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,405 | $98,727+77.7% | $113,168+55.0% | $85,563+105.0% |
| Participation rate | 94.1% | 80.8%+13.3pp | 76.6%+17.6pp | 66.0%+28.2pp |
| Annual return | 11.72% | 17.43%-5.7pp | 24.27%-12.5pp | 31.51%-19.8pp |
| Employer contribution / active EE | $4,720 | $2,907+62.4% | $2,975+58.6% | $2,654+77.9% |
| Participant deferral / active EE | $12,448 | $5,424+129.5% | $5,107+143.7% | $4,375+184.5% |
| Admin fee / account holder | $284 | $357-20.3% | $12,068-97.6% | $834-65.9% |