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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 | $92,224-47.2% | $105,223-53.7% | $79,634-38.8% |
| Participation rate | 85.9% | 69.2%+16.8pp | 75.0%+10.9pp | 62.5%+23.4pp |
| Annual return | 10.33% | 88.65%-78.3pp | 180.65%-170.3pp | 36.46%-26.1pp |
| Employer contribution / active EE | $3,359 | $3,965-15.3% | $3,689-8.9% | $2,529+32.8% |
| Participant deferral / active EE | $4,097 | $3,834+6.9% | $5,072-19.2% | $3,835+6.9% |
| Admin fee / account holder | $261 | $1,121-76.7% | $8,859-97.1% | $1,002-73.9% |