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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $13,292 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | 11.15% | -2.38%+13.5pp | -0.41%+11.6pp | 10.56%+0.6pp |
| Employer contribution / active EE | $2,830 | $9,517-70.3% | $15,396-81.6% | $13,643-79.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |