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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $115,517 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,725 | $77,788-37.4% | $119,126-59.1% | $64,728-24.7% |
| Participation rate | 85.9% | 69.4%+16.5pp | 75.8%+10.2pp | 57.9%+28.0pp |
| Annual return | 10.33% | 13.19%-2.9pp | 282.11%-271.8pp | 49.38%-39.0pp |
| Employer contribution / active EE | $3,359 | $4,031-16.7% | $4,034-16.7% | $2,243+49.8% |
| Participant deferral / active EE | $4,097 | $2,599+57.6% | $5,318-23.0% | $2,729+50.1% |
| Admin fee / account holder | $261 | $1,365-80.9% | $10,693-97.6% | $1,145-77.2% |