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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $66,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,584 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,249 | $78,852-68.0% | $76,768-67.1% | $75,289-66.5% |
| Participation rate | 87.3% | 85.0%+2.3pp | 77.0%+10.3pp | 72.4%+14.8pp |
| Annual return | 0.05% | -1.29%+1.3pp | 2.43%-2.4pp | -0.04%+0.1pp |
| Employer contribution / active EE | $911 | $2,794-67.4% | $2,485-63.3% | $2,405-62.1% |
| Participant deferral / active EE | $5,347 | $4,800+11.4% | $3,852+38.8% | $3,739+43.0% |
| Admin fee / account holder | -$1 | $79-101.2% | $6,676-100.0% | $102-100.9% |