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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,068 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,964 | $81,208-45.9% | $98,920-55.6% | $79,852-44.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.06% | 60.99%-48.9pp | 196.47%-184.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,210 | $1,960-38.3% | $2,689-55.0% | $2,471-51.0% |
| Participant deferral / active EE | $987 | $3,265-69.8% | $4,245-76.8% | $3,740-73.6% |
| Admin fee / account holder | $13 | $6,013-99.8% | $6,643-99.8% | $5,306-99.8% |