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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,365 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,942 | $54,390-74.4% | $117,039-88.1% | $69,631-80.0% |
| Participation rate | 98.3% | 58.5%+39.8pp | 77.2%+21.1pp | 70.7%+27.6pp |
| Annual return | 7.38% | 18.33%-10.9pp | 18.95%-11.6pp | 27571.02%-27563.6pp |
| Employer contribution / active EE | $737 | $1,357-45.7% | $3,785-80.5% | $2,032-63.7% |
| Participant deferral / active EE | $0 | $2,076-100.0% | $3,929-100.0% | $3,224-100.0% |
| Admin fee / account holder | $48 | $98-51.2% | $5,974-99.2% | $110-56.8% |