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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 90 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $148,226 |
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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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -0.42% | -2.89%+2.5pp | -102.04%+101.6pp | 10.56%-11.0pp |
| Employer contribution / active EE | $55,145 | $14,715+274.8% | $36,232+52.2% | $13,643+304.2% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |