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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $299,228 |
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 | $59,842 | $78,852-24.1% | $76,767-22.0% | $75,289-20.5% |
| Participation rate | 72.6% | 85.0%-12.4pp | 77.0%-4.4pp | 72.4%+0.2pp |
| Annual return | -0.67% | -1.29%+0.6pp | 2.43%-3.1pp | -0.04%-0.6pp |
| Employer contribution / active EE | $1,288 | $2,794-53.9% | $2,485-48.2% | $2,405-46.4% |
| Participant deferral / active EE | $2,775 | $4,800-42.2% | $3,852-28.0% | $3,739-25.8% |
| Admin fee / account holder | $281 | $79+256.1% | $6,675-95.8% | $102+175.0% |