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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $48,926 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,294 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,568 | $74,024-22.2% | $78,002-26.2% | $57,658-0.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 6.11% | 12.14%-6.0pp | 425.99%-419.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,349 | $2,365-43.0% | $2,470-45.4% | $1,974-31.7% |
| Participant deferral / active EE | $3,745 | $3,533+6.0% | $3,497+7.1% | $3,061+22.4% |
| Admin fee / account holder | $108 | $93+15.4% | $5,481-98.0% | $95+13.8% |