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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 | $81,557-40.3% | $123,973-60.7% | $65,191-25.3% |
| Participation rate | 85.9% | 77.8%+8.1pp | 76.7%+9.3pp | 63.0%+22.9pp |
| Annual return | 10.33% | 11.45%-1.1pp | 388.13%-377.8pp | 51.24%-40.9pp |
| Employer contribution / active EE | $3,359 | $4,637-27.6% | $4,126-18.6% | $2,400+40.0% |
| Participant deferral / active EE | $4,097 | $2,628+55.9% | $5,247-21.9% | $2,671+53.4% |
| Admin fee / account holder | $261 | $1,040-74.9% | $11,799-97.8% | $907-71.2% |