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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $49,510 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,658 | $106,236-45.7% | $112,249-48.6% | $64,819-11.0% |
| Participation rate | 43.0% | 71.7%-28.6pp | 75.1%-32.0pp | 71.5%-28.4pp |
| Annual return | -14.89% | -6.02%-8.9pp | 27.48%-42.4pp | 32.84%-47.7pp |
| Employer contribution / active EE | $888 | $3,166-71.9% | $3,636-75.6% | $2,507-64.6% |
| Participant deferral / active EE | $3,199 | $3,785-15.5% | $4,729-32.3% | $4,311-25.8% |
| Admin fee / account holder | $223 | $452-50.6% | $6,412-96.5% | $188+18.8% |