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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 94-1347393 90 SOUTH 7TH STREEET · MINNEAPOLIS, MN 55402 | Bank Trustee | $71,655 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 4.54% | 9.11%-4.6pp | 10.75%-6.2pp | 18.35%-13.8pp |
| Employer contribution / active EE | $56,250 | $16,122+248.9% | $35,170+59.9% | $14,669+283.5% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |