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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,346 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,286 |
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 | $32,909 | $57,108-42.4% | $94,229-65.1% | $52,331-37.1% |
| Participation rate | 94.4% | 72.9%+21.4pp | 78.8%+15.6pp | 68.1%+26.3pp |
| Annual return | 4.07% | 1.47%+2.6pp | 10.68%-6.6pp | 4.54%-0.5pp |
| Employer contribution / active EE | $912 | $1,735-47.4% | $3,587-74.6% | $1,882-51.5% |
| Participant deferral / active EE | $3,368 | $3,040+10.8% | $4,320-22.1% | $3,022+11.4% |
| Admin fee / account holder | $188 | $546-65.7% | $6,269-97.0% | $592-68.3% |