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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $52,125 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,580 | $46,745-38.9% | $60,547-52.8% | $52,331-45.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -2.09% | 0.61%-2.7pp | 335.64%-337.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $3,491 | $1,259+177.3% | $2,419+44.3% | $1,882+85.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $256 | $537-52.4% | $4,536-94.4% | $592-56.8% |