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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $68,015 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $18,453 |
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 | $32,935 | $37,196-11.5% | $154,108-78.6% | $55,725-40.9% |
| Participation rate | 81.0% | 64.1%+16.9pp | 83.0%-2.0pp | 70.9%+10.1pp |
| Annual return | -8.34% | 1319.68%-1328.0pp | 735.21%-743.6pp | 244.93%-253.3pp |
| Employer contribution / active EE | $1,608 | $1,614-0.4% | $5,298-69.6% | $2,078-22.6% |
| Participant deferral / active EE | $2,926 | $2,068+41.5% | $5,081-42.4% | $3,356-12.8% |
| Admin fee / account holder | $160 | $102+57.9% | $13,411-98.8% | $115+39.3% |