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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $30,000 |
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 | $156,666 | $46,732+235.2% | $156,551+0.1% | $55,167+184.0% |
| Participation rate | 95.3% | 65.8%+29.6pp | 84.0%+11.3pp | 69.0%+26.4pp |
| Annual return | 2.29% | 17.72%-15.4pp | 32.23%-29.9pp | 169.23%-166.9pp |
| Employer contribution / active EE | $7,490 | $2,105+255.8% | $5,501+36.1% | $1,963+281.6% |
| Participant deferral / active EE | $5,678 | $2,204+157.6% | $4,871+16.6% | $3,054+85.9% |
| Admin fee / account holder | $195 | $418-53.4% | $13,028-98.5% | $504-61.3% |