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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $96,819 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,180 | $124,414-87.8% | $115,170-86.8% | $67,579-77.5% |
| Participation rate | 88.1% | 58.1%+30.0pp | 75.9%+12.2pp | 71.3%+16.8pp |
| Annual return | 17.13% | 29.40%-12.3pp | 35.60%-18.5pp | 378.56%-361.4pp |
| Employer contribution / active EE | $0 | $1,454-100.0% | $3,179-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,331-100.0% | $4,169-100.0% | $3,539-100.0% |
| Admin fee / account holder | $133 | $361-63.2% | $7,089-98.1% | $142-6.4% |