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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 26 1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Advisory (Participants) | $27,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,352 | $33,745+67.0% | $64,105-12.1% | $55,191+2.1% |
| Participation rate | 53.8% | 59.4%-5.6pp | 68.2%-14.4pp | 69.2%-15.4pp |
| Annual return | -2.27% | 4.95%-7.2pp | 791.24%-793.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $214 | $641-66.6% | $1,820-88.2% | $1,899-88.7% |
| Participant deferral / active EE | $1,265 | $1,929-34.4% | $2,822-55.2% | $3,046-58.5% |
| Admin fee / account holder | $165 | $94+75.3% | $4,499-96.3% | $91+82.1% |