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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $38,304 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,516 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,689 | $55,790+24.9% | $76,667-9.1% | $67,582+3.1% |
| Participation rate | 93.8% | 71.1%+22.8pp | 72.1%+21.7pp | 71.3%+22.6pp |
| Annual return | 20.92% | 64.45%-43.5pp | 1166.74%-1145.8pp | 378.57%-357.7pp |
| Employer contribution / active EE | $2,207 | $1,810+21.9% | $2,303-4.2% | $2,148+2.8% |
| Participant deferral / active EE | $3,653 | $2,875+27.1% | $3,336+9.5% | $3,539+3.2% |
| Admin fee / account holder | $220 | $159+38.5% | $6,423-96.6% | $142+54.9% |