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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,877 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,061 | $47,766+9.0% | $82,763-37.1% | $64,824-19.7% |
| Participation rate | 95.9% | 67.7%+28.2pp | 72.6%+23.3pp | 71.5%+24.4pp |
| Annual return | -18.07% | -13.06%-5.0pp | 702.45%-720.5pp | 32.84%-50.9pp |
| Employer contribution / active EE | $3,550 | $2,182+62.7% | $3,008+18.0% | $2,507+41.6% |
| Participant deferral / active EE | $4,917 | $3,332+47.6% | $4,395+11.9% | $4,311+14.0% |
| Admin fee / account holder | $244 | $143+70.6% | $5,325-95.4% | $188+29.9% |