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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $5,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $55,636-78.4% | $81,982-85.3% | $73,497-83.6% |
| Participation rate | 68.3% | 62.3%+6.0pp | 69.3%-0.9pp | 70.7%-2.3pp |
| Annual return | 8.16% | 19.07%-10.9pp | 41.31%-33.2pp | 28.51%-20.4pp |
| Employer contribution / active EE | $468 | $1,625-71.2% | $2,498-81.3% | $2,270-79.4% |
| Participant deferral / active EE | $2,697 | $2,762-2.4% | $3,722-27.6% | $3,740-27.9% |
| Admin fee / account holder | $150 | $493-69.6% | $5,665-97.4% | $513-70.8% |