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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 12 · EIN 41-6257133 | Investment management; Custodial (sec... | $3,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,774 | $66,813+371.1% | $100,528+213.1% | $73,493+328.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 22.88% | 25.70%-2.8pp | 30.90%-8.0pp | 28.51%-5.6pp |
| Employer contribution / active EE | $8,125 | $2,147+278.5% | $3,419+137.7% | $2,270+257.9% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $27 | $512-94.8% | $8,084-99.7% | $513-94.8% |