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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 26 1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Advisory (Participants) | $26,659 |
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 | $52,136 | $42,546+22.5% | $71,796-27.4% | $55,167-5.5% |
| Participation rate | 76.0% | 59.1%+16.9pp | 69.1%+6.9pp | 69.0%+7.0pp |
| Annual return | 0.60% | 12.36%-11.8pp | 78.04%-77.4pp | 169.23%-168.6pp |
| Employer contribution / active EE | $320 | $803-60.2% | $1,924-83.4% | $1,963-83.7% |
| Participant deferral / active EE | $2,212 | $2,064+7.1% | $2,794-20.8% | $3,054-27.6% |
| Admin fee / account holder | $151 | $650-76.8% | $4,815-96.9% | $504-70.1% |