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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,554 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $21,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,137 | $46,332-63.0% | $143,799-88.1% | $64,819-73.6% |
| Participation rate | 86.7% | 64.2%+22.5pp | 80.3%+6.4pp | 71.5%+15.3pp |
| Annual return | -15.05% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,301 | $1,911-31.9% | $4,952-73.7% | $2,507-48.1% |
| Participant deferral / active EE | $1,077 | $2,647-59.3% | $5,638-80.9% | $4,311-75.0% |
| Admin fee / account holder | $90 | $154-41.5% | $14,677-99.4% | $188-52.1% |