| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 25 · EIN 52-2251296 | Directed Trustee | $6,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,272 | $143,525+10.3% | $379,746-58.3% | $90,274+75.3% |
| Participation rate | 99.9% | 82.9%+17.0pp | 78.4%+21.5pp | 73.4%+26.6pp |
| Annual return | 11.79% | 18.97%-7.2pp | 34.90%-23.1pp | 53.97%-42.2pp |
| Employer contribution / active EE | $13,552 | $3,201+323.4% | $3,540+282.9% | $2,523+437.0% |
| Participant deferral / active EE | $0 | $5,231-100.0% | $6,024-100.0% | $4,231-100.0% |
| Admin fee / account holder | $3 | $100-96.7% | $7,927-100.0% | $114-97.1% |