Filed September 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 ONE PENN PLAZA · NEW YORK, NY 10119 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,493 | $52,293-74.2% | $178,503-92.4% | $73,412-81.6% |
| Participation rate | 73.0% | 65.3%+7.6pp | 81.9%-9.0pp | 72.2%+0.8pp |
| Annual return | 9.11% | 34.75%-25.6pp | 151.12%-142.0pp | 59.30%-50.2pp |
| Employer contribution / active EE | $503 | $1,736-71.0% | $5,011-90.0% | $2,234-77.5% |
| Participant deferral / active EE | $970 | $2,333-58.4% | $5,202-81.3% | $3,806-74.5% |
| Admin fee / account holder | $65 | $127-49.2% | $13,987-99.5% | $158-59.0% |