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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $238,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,218 | $88,730-27.6% | $82,312-22.0% | $77,958-17.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 76.9%-14.4pp | 71.6%-9.2pp |
| Annual return | 14.82% | 20.88%-6.1pp | 25.88%-11.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,139 | $2,758-58.7% | $2,428-53.1% | $2,310-50.7% |
| Participant deferral / active EE | $2,422 | $4,634-47.7% | $3,706-34.6% | $3,537-31.5% |
| Admin fee / account holder | $232 | $74+214.0% | $5,608-95.9% | $97+138.6% |