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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $34,280 |
Service code 27 | Advisory (Plan) | $1,791 |
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 | $58,931 | $64,138-8.1% | $112,258-47.5% | $66,930-12.0% |
| Participation rate | 61.1% | 68.5%-7.3pp | 75.1%-13.9pp | 69.8%-8.7pp |
| Annual return | -16.88% | -13.81%-3.1pp | 27.47%-44.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,249 | $3,006-25.2% | $3,636-38.1% | $2,545-11.6% |
| Participant deferral / active EE | $4,942 | $3,694+33.8% | $4,728+4.5% | $4,238+16.6% |
| Admin fee / account holder | $64 | $625-89.8% | $6,411-99.0% | $593-89.2% |