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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $105,308 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $31,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,549 | $130,052-51.1% | $86,698-26.7% | $77,906-18.4% |
| Participation rate | 99.5% | 85.9%+13.6pp | 76.6%+23.0pp | 73.7%+25.9pp |
| Annual return | -17.83% | -12.73%-5.1pp | 35.96%-53.8pp | 12.16%-30.0pp |
| Employer contribution / active EE | $2,823 | $3,214-12.2% | $2,837-0.5% | $2,846-0.8% |
| Participant deferral / active EE | $7,070 | $5,741+23.2% | $4,656+51.8% | $4,805+47.1% |
| Admin fee / account holder | $82 | $132-38.0% | $7,492-98.9% | $133-38.4% |