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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 26 1525 W W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Advisory (Participants) | $35,113 |
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 | $36,170 | $42,548-15.0% | $74,551-51.5% | $56,289-35.7% |
| Participation rate | 98.6% | 60.5%+38.2pp | 69.1%+29.5pp | 69.9%+28.8pp |
| Annual return | -9.51% | 12.40%-21.9pp | 32.53%-42.0pp | -9.96%+0.5pp |
| Employer contribution / active EE | $404 | $855-52.7% | $1,961-79.4% | $2,111-80.9% |
| Participant deferral / active EE | $3,298 | $2,277+44.8% | $3,108+6.1% | $3,350-1.6% |
| Admin fee / account holder | $88 | $467-81.3% | $5,059-98.3% | $521-83.2% |