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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $76,928 |
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 | $12,789 | $107,440-88.1% | $105,738-87.9% | $55,725-77.0% |
| Participation rate | 97.4% | 55.5%+41.9pp | 76.3%+21.1pp | 70.9%+26.6pp |
| Annual return | -5.78% | -0.59%-5.2pp | 6.27%-12.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,493 | $1,448+3.1% | $3,268-54.3% | $2,078-28.2% |
| Participant deferral / active EE | $0 | $2,171-100.0% | $4,080-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $283-64.2% | $6,913-98.5% | $115-11.9% |