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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,724 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $24,292 |
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 | $21,368 | $61,166-65.1% | $185,849-88.5% | $79,391-73.1% |
| Participation rate | 88.9% | 66.6%+22.3pp | 81.7%+7.2pp | 70.7%+18.2pp |
| Annual return | 11.42% | 19.45%-8.0pp | 122.10%-110.7pp | 116.88%-105.5pp |
| Employer contribution / active EE | $1,219 | $2,321-47.5% | $5,169-76.4% | $2,428-49.8% |
| Participant deferral / active EE | $1,158 | $2,789-58.5% | $5,569-79.2% | $4,046-71.4% |
| Admin fee / account holder | $107 | $710-84.9% | $16,244-99.3% | $627-82.9% |