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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 26 · EIN 94-3222878 | Advisory (Participants) | $188,434 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,009 | $50,106-42.1% | $69,779-58.4% | $57,658-49.7% |
| Participation rate | 85.7% | 70.9%+14.8pp | 71.8%+13.9pp | 70.2%+15.5pp |
| Annual return | 3.30% | 14.58%-11.3pp | 12.99%-9.7pp | 5.13%-1.8pp |
| Employer contribution / active EE | $1,220 | $1,739-29.8% | $2,338-47.8% | $1,974-38.2% |
| Participant deferral / active EE | $2,806 | $2,486+12.9% | $2,931-4.3% | $3,061-8.3% |
| Admin fee / account holder | $138 | $89+54.9% | $4,381-96.8% | $95+46.2% |