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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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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,245-100.0% | $84,245-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 7.1%-7.1pp | 31.0%-31.0pp |
| Annual return | 5.36% | 0.05%+5.3pp | 1.43%+3.9pp | 14.18%-8.8pp |
| Employer contribution / active EE | $10,435 | $17,913-41.7% | $17,287-39.6% | $33,339-68.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $380-100.0% | $380-100.0% | $17,688-100.0% |