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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $151,081 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $41,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,478 | $110,282-25.2% | $102,423-19.5% | $199,921-58.7% |
| Participation rate | 99.5% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 16.40% | 35.75%-19.4pp | 29.42%-13.0pp | 34.28%-17.9pp |
| Employer contribution / active EE | $3,305 | $3,603-8.3% | $3,023+9.3% | $3,035+8.9% |
| Participant deferral / active EE | $8,064 | $6,376+26.5% | $5,054+59.5% | $5,089+58.5% |
| Admin fee / account holder | $94 | $122-23.0% | $9,455-99.0% | $269-65.0% |