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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,412 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,109 | $65,191-49.2% | $135,768-75.6% | $65,191-49.2% |
| Participation rate | 73.0% | 63.0%+10.0pp | 71.1%+1.9pp | 63.0%+10.0pp |
| Annual return | 17.36% | 51.24%-33.9pp | 526.10%-508.7pp | 51.24%-33.9pp |
| Employer contribution / active EE | $2,936 | $2,400+22.3% | $3,394-13.5% | $2,400+22.3% |
| Participant deferral / active EE | $4,246 | $2,671+58.9% | $3,977+6.8% | $2,671+58.9% |
| Admin fee / account holder | $190 | $907-79.1% | $7,048-97.3% | $907-79.1% |