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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 90 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $75,717 |
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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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 12.64% | 12.39%+0.2pp | 20.73%-8.1pp | 13.59%-0.9pp |
| Employer contribution / active EE | $31,976 | $14,456+121.2% | $36,503-12.4% | $14,592+119.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |