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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,262 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $45,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,468 | $104,544-33.6% | $96,534-28.0% | $80,157-13.3% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.3pp | 72.9%+26.4pp |
| Annual return | 19.92% | 21.79%-1.9pp | 25.88%-6.0pp | 40.39%-20.5pp |
| Employer contribution / active EE | $2,856 | $3,527-19.0% | $2,965-3.7% | $2,977-4.1% |
| Participant deferral / active EE | $6,954 | $6,170+12.7% | $4,851+43.4% | $5,015+38.7% |
| Admin fee / account holder | $84 | $107-21.3% | $8,253-99.0% | $145-42.0% |