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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $1,528 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,830 | $61,166-85.6% | $185,837-95.2% | $79,393-88.9% |
| Participation rate | 73.3% | 66.6%+6.7pp | 81.7%-8.4pp | 70.7%+2.6pp |
| Annual return | 19.89% | 19.45%+0.4pp | 122.08%-102.2pp | 116.87%-97.0pp |
| Employer contribution / active EE | $841 | $2,321-63.8% | $5,168-83.7% | $2,428-65.4% |
| Participant deferral / active EE | $2,637 | $2,789-5.5% | $5,568-52.6% | $4,046-34.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,241-100.0% | $627-100.0% |