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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 | $92,076+747.6% | $105,608+639.0% | $77,714+904.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 22.52% | 17.84%+4.7pp | 116.50%-94.0pp | 31.26%-8.7pp |
| Employer contribution / active EE | $5,437 | $3,370+61.3% | $3,167+71.7% | $2,727+99.4% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $210 | $219-4.2% | $11,028-98.1% | $433-51.6% |