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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 41-0449260 | Investment Management | $76,171 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780,449 | $92,186+746.6% | $105,624+638.9% | $77,762+903.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 22.52% | 17.83%+4.7pp | 116.20%-93.7pp | 31.27%-8.8pp |
| Employer contribution / active EE | $5,437 | $3,376+61.1% | $3,168+71.6% | $2,728+99.3% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $210 | $219-4.3% | $10,961-98.1% | $433-51.6% |