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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,011 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,602 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,295 | $52,188+23.2% | $86,656-25.8% | $74,473-13.7% |
| Participation rate | 96.1% | 66.3%+29.8pp | 71.7%+24.4pp | 70.7%+25.4pp |
| Annual return | 17.29% | 44.46%-27.2pp | 593.09%-575.8pp | 34.36%-17.1pp |
| Employer contribution / active EE | $3,493 | $2,282+53.1% | $3,025+15.5% | $2,638+32.4% |
| Participant deferral / active EE | $5,030 | $3,383+48.7% | $4,439+13.3% | $4,530+11.0% |
| Admin fee / account holder | $255 | $319-20.0% | $5,619-95.5% | $347-26.6% |