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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,484 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,523 |
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 | $48,761 | $52,722-7.5% | $90,461-46.1% | $73,412-33.6% |
| Participation rate | 88.2% | 67.7%+20.5pp | 72.7%+15.5pp | 72.2%+16.1pp |
| Annual return | 13.34% | 20.70%-7.4pp | 1294.76%-1281.4pp | 59.30%-46.0pp |
| Employer contribution / active EE | $2,209 | $1,872+18.0% | $3,264-32.3% | $2,234-1.1% |
| Participant deferral / active EE | $2,935 | $2,810+4.4% | $3,964-26.0% | $3,806-22.9% |
| Admin fee / account holder | $87 | $117-25.2% | $5,617-98.4% | $158-44.6% |