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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 72-0524089 | Direct Payment | $5,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,630 | $67,638-82.8% | $133,346-91.3% | $69,733-83.3% |
| Participation rate | 100.0% | 54.3%+45.7pp | 72.8%+27.2pp | 62.5%+37.5pp |
| Annual return | 11.55% | 13.38%-1.8pp | 36.85%-25.3pp | 15.22%-3.7pp |
| Employer contribution / active EE | $169 | $1,177-85.6% | $2,853-94.1% | $2,250-92.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $4,332-100.0% | $3,054-100.0% |
| Admin fee / account holder | $34 | $4,814-99.3% | $14,264-99.8% | $3,102-98.9% |