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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,920 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $36,224 |
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 | $69,327 | $61,473+12.8% | $81,726-15.2% | $73,412-5.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 12.55% | 28.26%-15.7pp | 29.49%-16.9pp | 59.30%-46.7pp |
| Employer contribution / active EE | $2,062 | $1,898+8.6% | $4,311-52.2% | $2,234-7.7% |
| Participant deferral / active EE | $3,218 | $3,080+4.5% | $7,108-54.7% | $3,806-15.5% |
| Admin fee / account holder | $246 | $125+95.8% | $5,160-95.2% | $158+55.6% |