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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $47,533 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,266 |
Service code 15 · EIN 77-0536417 | Recordkeeping | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,502 | $54,121-82.4% | $134,162-92.9% | $73,412-87.1% |
| Participation rate | 92.5% | 64.4%+28.2pp | 72.2%+20.4pp | 72.2%+20.4pp |
| Annual return | 11.77% | -312.52%+324.3pp | 36.35%-24.6pp | 59.30%-47.5pp |
| Employer contribution / active EE | $1,055 | $1,402-24.7% | $3,705-71.5% | $2,234-52.8% |
| Participant deferral / active EE | $1,441 | $2,844-49.3% | $3,500-58.8% | $3,806-62.1% |
| Admin fee / account holder | $146 | $132+10.3% | $6,685-97.8% | $158-7.6% |