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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $16,720 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 5.36% | -4.47%+9.8pp | -1.97%+7.3pp | 13.02%-7.7pp |
| Employer contribution / active EE | $10,435 | $22,284-53.2% | $19,908-47.6% | $34,257-69.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |