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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $18,437 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Particip... | $15,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,251 | $55,446-23.8% | $155,574-72.8% | $74,429-43.2% |
| Participation rate | 70.1% | 61.9%+8.2pp | 78.2%-8.1pp | 67.2%+2.9pp |
| Annual return | 25.69% | 269.20%-243.5pp | 64.87%-39.2pp | 1368.38%-1342.7pp |
| Employer contribution / active EE | $454 | $2,266-80.0% | $4,676-90.3% | $2,625-82.7% |
| Participant deferral / active EE | $1,429 | $2,836-49.6% | $5,629-74.6% | $4,348-67.1% |
| Admin fee / account holder | $183 | $1,743-89.5% | $15,914-98.8% | $1,944-90.6% |