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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $22,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,774 | $88,203-30.0% | $165,100-62.6% | $74,478-17.1% |
| Participation rate | 68.7% | 73.1%-4.4pp | 78.6%-9.9pp | 67.2%+1.5pp |
| Annual return | 15.73% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $3,412 | $2,601+31.2% | $4,348-21.5% | $2,626+29.9% |
| Participant deferral / active EE | $4,881 | $4,505+8.3% | $6,035-19.1% | $4,350+12.2% |
| Admin fee / account holder | $18 | $2,235-99.2% | $12,696-99.9% | $1,946-99.1% |