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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,315 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $25,849 |
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 | $22,119 | $55,472-60.1% | $155,567-85.8% | $74,546-70.3% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 10.50% | 268.72%-258.2pp | 64.74%-54.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,492 | $2,269-34.3% | $4,674-68.1% | $2,624-43.2% |
| Participant deferral / active EE | $1,569 | $2,838-44.7% | $5,628-72.1% | $4,347-63.9% |
| Admin fee / account holder | $107 | $1,743-93.9% | $15,916-99.3% | $1,944-94.5% |