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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 28 600 PENN ST. · READING, PA 19602 | Investment Management | $15,988 |
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 | $33,174 | $43,550-23.8% | $63,244-47.5% | $52,331-36.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 4.63% | 2.03%+2.6pp | -70.31%+74.9pp | 4.54%+0.1pp |
| Employer contribution / active EE | $2,491 | $1,351+84.4% | $2,322+7.3% | $1,882+32.4% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $41 | $387-89.5% | $5,893-99.3% | $592-93.1% |