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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,065 |
Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $20,778 |
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 | $14,807 | $58,101-74.5% | $118,946-87.6% | $73,412-79.8% |
| Participation rate | 86.1% | 56.1%+30.0pp | 75.4%+10.7pp | 72.2%+13.9pp |
| Annual return | 8.79% | 20.56%-11.8pp | 35.89%-27.1pp | 59.30%-50.5pp |
| Employer contribution / active EE | $0 | $1,445-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $4,266-100.0% | $3,806-100.0% |
| Admin fee / account holder | $89 | $138-35.2% | $6,581-98.6% | $158-43.4% |