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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,884 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 99 · EIN 22-1211670 | Other Fees | $19,866 |
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 | $44,168 | $107,378-58.9% | $108,582-59.3% | $57,658-23.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 5.71% | 12.80%-7.1pp | -51.70%+57.4pp | 5.13%+0.6pp |
| Employer contribution / active EE | $750 | $1,782-57.9% | $3,758-80.1% | $1,974-62.0% |
| Participant deferral / active EE | $1,968 | $3,221-38.9% | $4,311-54.3% | $3,061-35.7% |
| Admin fee / account holder | $10 | $108-90.9% | $7,645-99.9% | $95-89.6% |