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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $225,129 |
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 | $67,999 | $105,173-35.3% | $87,104-21.9% | $77,775-12.6% |
| Participation rate | 76.8% | 85.8%-9.0pp | 76.9%-0.1pp | 73.2%+3.6pp |
| Annual return | 19.58% | 24.52%-4.9pp | 28.19%-8.6pp | 32.58%-13.0pp |
| Employer contribution / active EE | $1,409 | $2,890-51.3% | $2,521-44.1% | $2,504-43.7% |
| Participant deferral / active EE | $3,033 | $5,048-39.9% | $4,048-25.1% | $3,966-23.5% |
| Admin fee / account holder | $199 | $105+90.3% | $7,491-97.3% | $100+98.8% |