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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,621 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $67,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,643 | $62,686-3.3% | $178,540-66.0% | $77,736-22.0% |
| Participation rate | 95.7% | 66.9%+28.8pp | 77.1%+18.6pp | 70.6%+25.1pp |
| Annual return | 13.25% | 16.16%-2.9pp | 27.15%-13.9pp | 31.26%-18.0pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,480 | $4,224+53.4% | $6,281+3.2% | $4,651+39.3% |
| Admin fee / account holder | $197 | $386-49.1% | $10,424-98.1% | $433-54.6% |