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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 90 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $148,978 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 19.32% | 9.55%+9.8pp | 10.16%+9.2pp | 10.41%+8.9pp |
| Employer contribution / active EE | $17,372 | $14,371+20.9% | $33,192-47.7% | $14,691+18.2% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |