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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 |
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 | $64,501-82.0% | $108,753-89.3% | $65,306-82.2% |
| Participation rate | 100.0% | 50.8%+49.2pp | 71.1%+28.9pp | 57.7%+42.3pp |
| Annual return | 11.55% | 21.09%-9.5pp | 37.47%-25.9pp | 21.94%-10.4pp |
| Employer contribution / active EE | $169 | $1,069-84.1% | $2,427-93.0% | $1,967-91.4% |
| Participant deferral / active EE | $0 | $2,401-100.0% | $4,115-100.0% | $2,959-100.0% |
| Admin fee / account holder | $34 | $4,971-99.3% | $10,320-99.7% | $3,480-99.0% |