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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $323,027 |
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 | $111,402 | $127,481-12.6% | $149,751-25.6% | $90,274+23.4% |
| Participation rate | 94.9% | 78.2%+16.6pp | 82.5%+12.4pp | 73.4%+21.5pp |
| Annual return | 21.69% | 57.78%-36.1pp | 276.71%-255.0pp | 53.97%-32.3pp |
| Employer contribution / active EE | $3,007 | $3,448-12.8% | $4,646-35.3% | $2,523+19.2% |
| Participant deferral / active EE | $12,474 | $6,975+78.8% | $6,843+82.3% | $4,231+194.9% |
| Admin fee / account holder | $16 | $152-89.5% | $9,312-99.8% | $114-86.0% |