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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 28 600 PENN ST. · READING, PA 19602 | Investment Management | $17,616 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $54,590-23.6% | $81,726-49.0% | $73,497-43.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 18.11% | 17.74%+0.4pp | 29.49%-11.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $4,819 | $1,636+194.6% | $4,311+11.8% | $2,270+112.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54 | $592-90.9% | $5,160-99.0% | $513-89.5% |