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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,857 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $22,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,190 | $47,163-59.3% | $149,696-87.2% | $74,460-74.2% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.0pp | 70.7%+15.1pp |
| Annual return | 14.49% | 22.75%-8.3pp | 134.46%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,084 | $1,907-43.1% | $4,821-77.5% | $2,638-58.9% |
| Participant deferral / active EE | $1,191 | $2,730-56.4% | $5,682-79.0% | $4,530-73.7% |
| Admin fee / account holder | $93 | $343-72.8% | $13,212-99.3% | $348-73.2% |