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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $31,375 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,985 |
Participant contribution per participant 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 | $30,475 | $79,151-61.5% | $60,906-50.0% | $64,819-53.0% |
| Participation rate | 93.4% | 77.7%+15.7pp | 73.1%+20.3pp | 71.5%+22.0pp |
| Annual return | -12.59% | -7.12%-5.5pp | 16.94%-29.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $1,121 | $3,052-63.3% | $2,703-58.5% | $2,507-55.3% |
| Participant deferral / active EE | $1,655 | $3,727-55.6% | $3,814-56.6% | $4,311-61.6% |
| Admin fee / account holder | $103 | $106-2.8% | $3,227-96.8% | $188-45.3% |