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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 | Recordkeeping fees; Claims processing... | $15,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,251 | $55,470-23.8% | $155,556-72.8% | $74,478-43.3% |
| Participation rate | 70.1% | 61.9%+8.2pp | 78.2%-8.1pp | 67.2%+2.9pp |
| Annual return | 25.69% | 269.80%-244.1pp | 64.84%-39.1pp | 1370.56%-1344.9pp |
| Employer contribution / active EE | $454 | $2,267-80.0% | $4,675-90.3% | $2,626-82.7% |
| Participant deferral / active EE | $1,429 | $2,838-49.6% | $5,631-74.6% | $4,350-67.1% |
| Admin fee / account holder | $183 | $1,744-89.5% | $15,885-98.8% | $1,946-90.6% |