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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $606 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 61 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Finders' fees / placement fees | $0 |
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 | $82,473 | $63,314+30.3% | $91,004-9.4% | $62,293+32.4% |
| Participation rate | 80.7% | 73.3%+7.4pp | 75.6%+5.1pp | 69.5%+11.2pp |
| Annual return | 18.15% | 21.00%-2.8pp | 4.60%+13.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,322 | $1,807-26.8% | $2,456-46.2% | $2,042-35.3% |
| Participant deferral / active EE | $7,412 | $2,944+151.8% | $3,548+108.9% | $3,169+133.9% |
| Admin fee / account holder | $13 | $468-97.3% | $5,417-99.8% | $479-97.3% |