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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $33,310 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,719 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,425 | $91,680-63.5% | $67,524-50.5% | $77,692-57.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.84% | 14.87%-2.0pp | 3519.41%-3506.6pp | 31.25%-18.4pp |
| Employer contribution / active EE | $2,886 | $3,186-9.4% | $2,734+5.6% | $2,726+5.9% |
| Participant deferral / active EE | $2,030 | $3,909-48.1% | $4,001-49.3% | $4,648-56.3% |
| Admin fee / account holder | $94 | $176-46.8% | $4,001-97.7% | $431-78.2% |