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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 72-0524089 | Direct Payment | $8,371 |
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 | $10,332 | $49,471-79.1% | $79,583-87.0% | $66,949-84.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 0.46% | 84.30%-83.8pp | 0.16%+0.3pp | 1.57%-1.1pp |
| Employer contribution / active EE | $229 | $1,266-81.9% | $2,414-90.5% | $2,545-91.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $48 | $595-91.9% | $6,835-99.3% | $594-91.8% |