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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,329 | $47,634-4.8% | $90,430-49.9% | $90,274-49.8% |
| Participation rate | 92.5% | 67.5%+25.0pp | 72.7%+19.8pp | 73.4%+19.2pp |
| Annual return | 23.67% | 19.61%+4.1pp | 1293.73%-1270.1pp | 53.97%-30.3pp |
| Employer contribution / active EE | $1,884 | $1,749+7.7% | $3,262-42.2% | $2,523-25.3% |
| Participant deferral / active EE | $4,928 | $2,824+74.5% | $3,963+24.4% | $4,231+16.5% |
| Admin fee / account holder | $82 | $106-22.3% | $5,613-98.5% | $114-27.8% |