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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $54,196 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,465 | $44,425-35.9% | $67,834-58.0% | $55,167-48.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 1.11% | 17.80%-16.7pp | 138.47%-137.4pp | 169.23%-168.1pp |
| Employer contribution / active EE | $3,537 | $1,351+161.8% | $2,403+47.2% | $1,963+80.2% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $254 | $530-52.1% | $4,622-94.5% | $504-49.6% |